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Crestwood Advisors Group, LLC: ROBO position timeline

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

Crestwood Advisors Group, LLC held 79,742 ROBO 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 79,742 shares
    Change vs previous 13F -139 shares

    0.1% of the 13F portfolio, value $6,830,670.

    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 79,881 shares
    Change vs previous 13F +21,207 shares

    0.09% of the 13F portfolio, value $5,466,233.

    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 58,674 shares
    Change vs previous 13F -268 shares

    0.07% of the 13F portfolio, value $4,066,661.

    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 58,942 shares
    Change vs previous 13F -95 shares

    0.07% of the 13F portfolio, value $3,864,238.

    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 59,037 shares
    Change vs previous 13F -2,714 shares

    0.06% of the 13F portfolio, value $3,529,232.

    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 61,751 shares
    Change vs previous 13F +6,144 shares

    0.06% of the 13F portfolio, value $3,180,177.

    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 55,607 shares
    Change vs previous 13F -380 shares

    0.06% of the 13F portfolio, value $3,128,450.

    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 55,987 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,195,178.

    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).