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Crestwood Advisors Group, LLC: PLTR position timeline

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

Crestwood Advisors Group, LLC held 23,118 PLTR 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 23,118 shares
    Change vs previous 13F -341 shares

    0.04% of the 13F portfolio, value $2,697,194.

    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 23,459 shares
    Change vs previous 13F -314 shares

    0.06% of the 13F portfolio, value $3,431,543.

    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 23,773 shares
    Change vs previous 13F +3,307 shares

    0.07% of the 13F portfolio, value $4,225,666.

    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 20,466 shares
    Change vs previous 13F +2,186 shares

    0.06% of the 13F portfolio, value $3,733,445.

    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 18,280 shares
    Change vs previous 13F +1,618 shares

    0.04% of the 13F portfolio, value $2,491,957.

    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 16,662 shares
    Change vs previous 13F +5,020 shares

    0.03% of the 13F portfolio, value $1,406,260.

    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).

  7. period ended2024-12-31
    13F 11,642 shares
    Change vs previous 13F +6,178 shares

    0.02% of the 13F portfolio, value $880,473.

    13F-HR 0001426853-25-000001 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).

  8. period ended2024-09-30
    13F 5,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,278.

    13F-HR 0001426853-24-000010 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).