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Crestwood Advisors Group, LLC: SNA position timeline

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

Crestwood Advisors Group, LLC held 5,145 SNA 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 5,145 shares
    Change vs previous 13F +570 shares

    0.03% of the 13F portfolio, value $2,070,348.

    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 4,575 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $1,661,732.

    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 4,494 shares
    Change vs previous 13F +584 shares

    0.03% of the 13F portfolio, value $1,548,632.

    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 3,910 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $1,354,932.

    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 3,814 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $1,186,841.

    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 3,791 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,277,605.

    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 3,775 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,281,537.

    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 3,759 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,089,020.

    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).