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Crestwood Advisors Group, LLC: ROP position timeline

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

Crestwood Advisors Group, LLC held 10,183 ROP 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 10,183 shares
    Change vs previous 13F -7,126 shares

    0.05% of the 13F portfolio, value $3,445,735.

    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 17,309 shares
    Change vs previous 13F -32,932 shares

    0.1% of the 13F portfolio, value $6,124,868.

    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 50,241 shares
    Change vs previous 13F -78,736 shares

    0.37% of the 13F portfolio, value $22,364,404.

    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 128,977 shares
    Change vs previous 13F +39,585 shares

    1.09% of the 13F portfolio, value $64,319,838.

    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 89,392 shares
    Change vs previous 13F -547 shares

    0.91% of the 13F portfolio, value $50,670,534.

    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 89,939 shares
    Change vs previous 13F +2,501 shares

    1.01% of the 13F portfolio, value $53,026,304.

    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 87,438 shares
    Change vs previous 13F -759 shares

    0.85% of the 13F portfolio, value $45,454,543.

    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 88,197 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $49,076,327.

    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).