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Crestwood Advisors Group, LLC: SPIB position timeline

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

Crestwood Advisors Group, LLC held 63,862 SPIB 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 63,862 shares
    Change vs previous 13F +4,163 shares

    0.03% of the 13F portfolio, value $2,137,172.

    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 59,699 shares
    Change vs previous 13F -3,472 shares

    0.03% of the 13F portfolio, value $2,001,829.

    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 63,171 shares
    Change vs previous 13F +619 shares

    0.04% of the 13F portfolio, value $2,135,987.

    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 62,552 shares
    Change vs previous 13F +238 shares

    0.04% of the 13F portfolio, value $2,119,837.

    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 62,314 shares
    Change vs previous 13F +1,143 shares

    0.04% of the 13F portfolio, value $2,092,237.

    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 61,171 shares
    Change vs previous 13F +2,621 shares

    0.04% of the 13F portfolio, value $2,033,309.

    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 58,550 shares
    Change vs previous 13F +3,229 shares

    0.04% of the 13F portfolio, value $1,918,098.

    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 55,321 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,865,507.

    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).