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Crestwood Advisors Group, LLC: SPGI position timeline

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

Crestwood Advisors Group, LLC held 56,119 SPGI 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 56,119 shares
    Change vs previous 13F -9,886 shares

    0.34% of the 13F portfolio, value $22,855,147.

    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 66,005 shares
    Change vs previous 13F -8,755 shares

    0.47% of the 13F portfolio, value $28,073,725.

    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 74,760 shares
    Change vs previous 13F -3,799 shares

    0.65% of the 13F portfolio, value $39,069,197.

    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 78,559 shares
    Change vs previous 13F -1,461 shares

    0.65% of the 13F portfolio, value $38,235,843.

    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 80,020 shares
    Change vs previous 13F -43 shares

    0.76% of the 13F portfolio, value $42,193,030.

    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 80,063 shares
    Change vs previous 13F -551 shares

    0.77% of the 13F portfolio, value $40,679,792.

    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 80,614 shares
    Change vs previous 13F +779 shares

    0.75% of the 13F portfolio, value $40,148,247.

    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 79,835 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $41,243,694.

    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).