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Crestwood Advisors Group, LLC: SPY position timeline

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

Crestwood Advisors Group, LLC held 67,367 SPY 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 67,367 shares
    Change vs previous 13F +5,868 shares

    0.75% of the 13F portfolio, value $50,307,566.

    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 61,499 shares
    Change vs previous 13F -8,590 shares

    0.67% of the 13F portfolio, value $39,995,263.

    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 70,089 shares
    Change vs previous 13F +9,719 shares

    0.8% of the 13F portfolio, value $47,795,311.

    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 60,370 shares
    Change vs previous 13F +2,408 shares

    0.68% of the 13F portfolio, value $40,217,102.

    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 57,962 shares
    Change vs previous 13F +263 shares

    0.64% of the 13F portfolio, value $35,812,067.

    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 57,699 shares
    Change vs previous 13F +1,221 shares

    0.61% of the 13F portfolio, value $32,276,053.

    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 56,478 shares
    Change vs previous 13F +6,537 shares

    0.62% of the 13F portfolio, value $33,100,485.

    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 49,941 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $28,654,309.

    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).