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Crestwood Advisors Group, LLC: SPAB position timeline

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

Crestwood Advisors Group, LLC held 294,425 SPAB 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 294,425 shares
    Change vs previous 13F -4,375 shares

    0.11% of the 13F portfolio, value $7,513,726.

    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 298,800 shares
    Change vs previous 13F -9,853 shares

    0.13% of the 13F portfolio, value $7,655,256.

    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 308,653 shares
    Change vs previous 13F -12,996 shares

    0.13% of the 13F portfolio, value $7,947,815.

    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 321,649 shares
    Change vs previous 13F -15,768 shares

    0.14% of the 13F portfolio, value $8,314,627.

    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 337,417 shares
    Change vs previous 13F -19,206 shares

    0.15% of the 13F portfolio, value $8,637,875.

    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 356,623 shares
    Change vs previous 13F -59,865 shares

    0.17% of the 13F portfolio, value $9,108,151.

    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 416,488 shares
    Change vs previous 13F +180,793 shares

    0.2% of the 13F portfolio, value $10,408,035.

    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 235,695 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,161,067.

    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).