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Crestwood Advisors Group, LLC: STZ position timeline

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

Crestwood Advisors Group, LLC held 5,324 STZ 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 5,324 shares
    Change vs previous 13F -23,378 shares

    0.01% of the 13F portfolio, value $740,572.

    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 28,702 shares
    Change vs previous 13F -7,645 shares

    0.07% of the 13F portfolio, value $4,305,465.

    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 36,347 shares
    Change vs previous 13F -22,543 shares

    0.08% of the 13F portfolio, value $5,014,880.

    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 58,890 shares
    Change vs previous 13F -27,717 shares

    0.14% of the 13F portfolio, value $7,931,097.

    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 86,607 shares
    Change vs previous 13F -29,298 shares

    0.25% of the 13F portfolio, value $14,089,037.

    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 115,905 shares
    Change vs previous 13F -13,314 shares

    0.4% of the 13F portfolio, value $21,270,969.

    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 129,219 shares
    Change vs previous 13F -5,438 shares

    0.54% of the 13F portfolio, value $28,557,312.

    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 134,657 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $34,699,822.

    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).