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Crestwood Advisors Group, LLC: QLV position timeline

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

Crestwood Advisors Group, LLC held 16,356 QLV 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 16,356 shares
    Change vs previous 13F -920 shares

    0.02% of the 13F portfolio, value $1,234,660.

    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 17,276 shares
    Change vs previous 13F -417 shares

    0.02% of the 13F portfolio, value $1,241,665.

    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 17,693 shares
    Change vs previous 13F -314 shares

    0.02% of the 13F portfolio, value $1,274,919.

    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 18,007 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $1,295,329.

    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 18,223 shares
    Change vs previous 13F -2,151 shares

    0.02% of the 13F portfolio, value $1,240,865.

    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 20,374 shares
    Change vs previous 13F -4,890 shares

    0.03% of the 13F portfolio, value $1,343,003.

    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 25,264 shares
    Change vs previous 13F -3,501 shares

    0.03% of the 13F portfolio, value $1,648,451.

    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 28,765 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,912,776.

    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).