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Crestwood Advisors Group, LLC: SHM position timeline

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

Crestwood Advisors Group, LLC held 66,577 SHM 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 66,577 shares
    Change vs previous 13F -3,364 shares

    0.05% of the 13F portfolio, value $3,193,346.

    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 69,941 shares
    Change vs previous 13F -10,251 shares

    0.06% of the 13F portfolio, value $3,345,258.

    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 80,192 shares
    Change vs previous 13F -5,609 shares

    0.06% of the 13F portfolio, value $3,848,394.

    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 85,801 shares
    Change vs previous 13F +5,880 shares

    0.07% of the 13F portfolio, value $4,137,304.

    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 79,921 shares
    Change vs previous 13F +8,207 shares

    0.07% of the 13F portfolio, value $3,822,602.

    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 71,714 shares
    Change vs previous 13F +8,366 shares

    0.06% of the 13F portfolio, value $3,413,567.

    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 63,348 shares
    Change vs previous 13F +13,673 shares

    0.06% of the 13F portfolio, value $3,002,042.

    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 49,675 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,391,334.

    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).