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Crestwood Advisors Group, LLC: SF position timeline

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

Crestwood Advisors Group, LLC held 192,044 SF 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 192,044 shares
    Change vs previous 13F -1,552 shares

    0.2% of the 13F portfolio, value $13,398,900.

    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 193,596 shares
    Change vs previous 13F +66,017 shares

    0.24% of the 13F portfolio, value $14,310,593.

    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 127,579 shares
    Change vs previous 13F +293 shares

    0.27% of the 13F portfolio, value $15,975,442.

    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 127,286 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $14,443,142.

    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 127,406 shares
    Change vs previous 13F +189 shares

    0.24% of the 13F portfolio, value $13,222,195.

    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 127,217 shares
    Change vs previous 13F -1,882 shares

    0.23% of the 13F portfolio, value $11,991,474.

    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 129,099 shares
    Change vs previous 13F +155 shares

    0.26% of the 13F portfolio, value $13,694,822.

    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 128,944 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,107,842.

    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).