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Crestwood Advisors Group, LLC: QLTY position timeline

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

Crestwood Advisors Group, LLC held 1,971,647 QLTY 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 1,971,647 shares
    Change vs previous 13F +201,927 shares

    1.22% of the 13F portfolio, value $82,059,833.

    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 1,769,720 shares
    Change vs previous 13F +388,420 shares

    1.08% of the 13F portfolio, value $64,028,460.

    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 1,381,300 shares
    Change vs previous 13F +213,284 shares

    0.88% of the 13F portfolio, value $53,124,805.

    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 1,168,016 shares
    Change vs previous 13F +93,000 shares

    0.72% of the 13F portfolio, value $42,270,511.

    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 1,075,016 shares
    Change vs previous 13F +27,566 shares

    0.66% of the 13F portfolio, value $36,830,062.

    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 1,047,450 shares
    Change vs previous 13F +27,188 shares

    0.62% of the 13F portfolio, value $32,743,285.

    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 1,020,262 shares
    Change vs previous 13F +41,697 shares

    0.61% of the 13F portfolio, value $32,617,789.

    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 978,565 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $31,911,008.

    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).