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Crestwood Advisors Group, LLC: SPSM position timeline

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

Crestwood Advisors Group, LLC held 1,742,537 SPSM 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 1,742,537 shares
    Change vs previous 13F +15,890 shares

    1.49% of the 13F portfolio, value $100,490,241.

    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 1,726,647 shares
    Change vs previous 13F +4,470 shares

    1.4% of the 13F portfolio, value $83,425,355.

    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 1,722,177 shares
    Change vs previous 13F +55,342 shares

    1.34% of the 13F portfolio, value $80,703,964.

    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 1,666,835 shares
    Change vs previous 13F +34,710 shares

    1.31% of the 13F portfolio, value $77,207,256.

    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 1,632,125 shares
    Change vs previous 13F +13,826 shares

    1.25% of the 13F portfolio, value $69,528,668.

    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 1,618,299 shares
    Change vs previous 13F -581,010 shares

    1.25% of the 13F portfolio, value $65,961,885.

    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 2,199,309 shares
    Change vs previous 13F +15,871 shares

    1.85% of the 13F portfolio, value $98,792,970.

    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 2,183,438 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $99,367,336.

    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).