Skip to content
Disclosery

Crestwood Advisors Group, LLC: QQQ position timeline

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

Crestwood Advisors Group, LLC held 49,701 QQQ 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 49,701 shares
    Change vs previous 13F +5,755 shares

    0.54% of the 13F portfolio, value $36,600,088.

    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 43,946 shares
    Change vs previous 13F -847 shares

    0.43% of the 13F portfolio, value $25,364,999.

    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 44,793 shares
    Change vs previous 13F +14,507 shares

    0.46% of the 13F portfolio, value $27,516,590.

    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 30,286 shares
    Change vs previous 13F +4,602 shares

    0.31% of the 13F portfolio, value $18,182,542.

    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 25,684 shares
    Change vs previous 13F +48 shares

    0.25% of the 13F portfolio, value $14,168,297.

    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 25,636 shares
    Change vs previous 13F +2,254 shares

    0.23% of the 13F portfolio, value $12,021,058.

    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 23,382 shares
    Change vs previous 13F +1,240 shares

    0.22% of the 13F portfolio, value $11,953,720.

    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 22,142 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,806,982.

    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).