Skip to content
Disclosery

Crestwood Advisors Group, LLC: SONY position timeline

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

Crestwood Advisors Group, LLC held 13,919 SONY 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 13,919 shares
    Change vs previous 13F -179 shares

    <0.01% of the 13F portfolio, value $279,217.

    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 14,098 shares
    Change vs previous 13F -142 shares

    <0.01% of the 13F portfolio, value $291,822.

    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 14,240 shares
    Change vs previous 13F +1,175 shares

    0.01% of the 13F portfolio, value $364,535.

    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 13,065 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $376,135.

    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 13,119 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $341,481.

    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 12,939 shares
    Change vs previous 13F +1,889 shares

    0.01% of the 13F portfolio, value $328,520.

    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 11,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,818.

    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).