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Crestwood Advisors Group, LLC: SPMD position timeline

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

Crestwood Advisors Group, LLC held 52,305 SPMD 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 52,305 shares
    Change vs previous 13F -651 shares

    0.05% of the 13F portfolio, value $3,533,753.

    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 52,956 shares
    Change vs previous 13F -1,232 shares

    0.05% of the 13F portfolio, value $3,136,067.

    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 54,188 shares
    Change vs previous 13F +1,377 shares

    0.05% of the 13F portfolio, value $3,138,049.

    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 52,811 shares
    Change vs previous 13F +1,177 shares

    0.05% of the 13F portfolio, value $3,020,286.

    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 51,634 shares
    Change vs previous 13F -16,282 shares

    0.05% of the 13F portfolio, value $2,807,839.

    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 67,916 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,475,941.

    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).