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Crestwood Advisors Group, LLC: STAG position timeline

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

Crestwood Advisors Group, LLC held 280,862 STAG 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 280,862 shares
    Change vs previous 13F -11,671 shares

    0.16% of the 13F portfolio, value $10,689,604.

    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 292,533 shares
    Change vs previous 13F +45,467 shares

    0.18% of the 13F portfolio, value $10,548,730.

    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 247,066 shares
    Change vs previous 13F -5,397 shares

    0.15% of the 13F portfolio, value $9,082,164.

    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 252,463 shares
    Change vs previous 13F -10,851 shares

    0.15% of the 13F portfolio, value $8,909,410.

    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 263,314 shares
    Change vs previous 13F -2,689 shares

    0.17% of the 13F portfolio, value $9,553,031.

    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 266,003 shares
    Change vs previous 13F -12,874 shares

    0.18% of the 13F portfolio, value $9,608,035.

    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 278,877 shares
    Change vs previous 13F -12,522 shares

    0.18% of the 13F portfolio, value $9,431,633.

    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 291,399 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,390,774.

    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).