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Crestwood Advisors Group, LLC: SPHQ position timeline

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

Crestwood Advisors Group, LLC held 27,424 SPHQ 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 27,424 shares
    Change vs previous 13F -793 shares

    0.04% of the 13F portfolio, value $2,470,888.

    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 28,217 shares
    Change vs previous 13F -1,993 shares

    0.04% of the 13F portfolio, value $2,121,636.

    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 30,210 shares
    Change vs previous 13F -8,274 shares

    0.04% of the 13F portfolio, value $2,267,231.

    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 38,484 shares
    Change vs previous 13F -1,188 shares

    0.05% of the 13F portfolio, value $2,820,473.

    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 39,672 shares
    Change vs previous 13F +1,323 shares

    0.05% of the 13F portfolio, value $2,827,012.

    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 38,349 shares
    Change vs previous 13F -1,560 shares

    0.05% of the 13F portfolio, value $2,544,073.

    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 39,909 shares
    Change vs previous 13F +427 shares

    0.05% of the 13F portfolio, value $2,675,100.

    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 39,482 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,655,954.

    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).