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Crestwood Advisors Group, LLC: SHOP position timeline

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

Crestwood Advisors Group, LLC held 46,910 SHOP 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 46,910 shares
    Change vs previous 13F -1,645 shares

    0.08% of the 13F portfolio, value $5,356,164.

    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 48,555 shares
    Change vs previous 13F -392 shares

    0.1% of the 13F portfolio, value $5,759,594.

    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 48,947 shares
    Change vs previous 13F +453 shares

    0.13% of the 13F portfolio, value $7,878,999.

    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 48,494 shares
    Change vs previous 13F +2,243 shares

    0.12% of the 13F portfolio, value $7,206,693.

    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 46,251 shares
    Change vs previous 13F -269 shares

    0.1% of the 13F portfolio, value $5,335,053.

    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 46,520 shares
    Change vs previous 13F -5,829 shares

    0.08% of the 13F portfolio, value $4,441,730.

    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 52,349 shares
    Change vs previous 13F -1,513 shares

    0.1% of the 13F portfolio, value $5,566,269.

    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 53,862 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,316,501.

    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).