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Crestwood Advisors Group, LLC: PLMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on PLMR, newest first. How the timeline and the estimate are built.

Crestwood Advisors Group, LLC held 2,483 PLMR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,483 shares
    Change vs previous 13F -2,449 shares

    <0.01% of the 13F portfolio, value $313,826.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,932 shares
    Change vs previous 13F -4,246 shares

    0.01% of the 13F portfolio, value $589,374.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,178 shares
    Change vs previous 13F -5,958 shares

    0.02% of the 13F portfolio, value $1,236,827.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,136 shares
    Change vs previous 13F -1,252 shares

    0.03% of the 13F portfolio, value $1,767,128.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,388 shares
    Change vs previous 13F -932 shares

    0.05% of the 13F portfolio, value $2,527,849.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,320 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,374,226.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).