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Crestwood Advisors Group, LLC: SHW position timeline

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

Crestwood Advisors Group, LLC held 23,823 SHW 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 23,823 shares
    Change vs previous 13F -48,397 shares

    0.12% of the 13F portfolio, value $8,202,892.

    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 72,220 shares
    Change vs previous 13F -4,933 shares

    0.39% of the 13F portfolio, value $23,149,437.

    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 77,153 shares
    Change vs previous 13F -4,400 shares

    0.42% of the 13F portfolio, value $25,000,058.

    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 81,553 shares
    Change vs previous 13F -4,358 shares

    0.48% of the 13F portfolio, value $28,238,068.

    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 85,911 shares
    Change vs previous 13F -1,607 shares

    0.53% of the 13F portfolio, value $29,498,735.

    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 87,518 shares
    Change vs previous 13F -6,808 shares

    0.58% of the 13F portfolio, value $30,560,257.

    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 94,326 shares
    Change vs previous 13F -18,065 shares

    0.6% of the 13F portfolio, value $32,064,333.

    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 112,391 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $42,896,643.

    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).