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Crestwood Advisors Group, LLC: PWR position timeline

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

Crestwood Advisors Group, LLC held 99,628 PWR 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 99,628 shares
    Change vs previous 13F -564 shares

    1.06% of the 13F portfolio, value $71,736,134.

    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 100,192 shares
    Change vs previous 13F -830 shares

    0.93% of the 13F portfolio, value $55,007,472.

    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 101,022 shares
    Change vs previous 13F +40 shares

    0.71% of the 13F portfolio, value $42,637,426.

    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 100,982 shares
    Change vs previous 13F -786 shares

    0.71% of the 13F portfolio, value $41,849,072.

    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 101,768 shares
    Change vs previous 13F -1,439 shares

    0.69% of the 13F portfolio, value $38,476,544.

    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 103,207 shares
    Change vs previous 13F -1,766 shares

    0.5% of the 13F portfolio, value $26,233,034.

    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 104,973 shares
    Change vs previous 13F -598 shares

    0.62% of the 13F portfolio, value $33,176,565.

    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 105,571 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $31,476,041.

    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).