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Crestwood Advisors Group, LLC: SEIC position timeline

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

Crestwood Advisors Group, LLC held 197,095 SEIC 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 197,095 shares
    Change vs previous 13F +882 shares

    0.26% of the 13F portfolio, value $17,287,228.

    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 196,213 shares
    Change vs previous 13F +147,406 shares

    0.26% of the 13F portfolio, value $15,396,834.

    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 48,807 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $4,003,150.

    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 48,797 shares
    Change vs previous 13F -152,396 shares

    0.07% of the 13F portfolio, value $4,140,425.

    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 201,193 shares
    Change vs previous 13F -6,780 shares

    0.32% of the 13F portfolio, value $18,079,203.

    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 207,973 shares
    Change vs previous 13F -1,059 shares

    0.31% of the 13F portfolio, value $16,144,944.

    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 209,032 shares
    Change vs previous 13F +99,639 shares

    0.32% of the 13F portfolio, value $17,240,959.

    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 109,393 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,568,902.

    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).