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Crestwood Advisors Group, LLC: SUB position timeline

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

Crestwood Advisors Group, LLC held 396,595 SUB 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 396,595 shares
    Change vs previous 13F -37,513 shares

    0.63% of the 13F portfolio, value $42,225,498.

    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 434,108 shares
    Change vs previous 13F -73,894 shares

    0.78% of the 13F portfolio, value $46,232,532.

    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 508,002 shares
    Change vs previous 13F +45,908 shares

    0.9% of the 13F portfolio, value $54,203,817.

    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 462,094 shares
    Change vs previous 13F +64,271 shares

    0.84% of the 13F portfolio, value $49,342,365.

    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 397,823 shares
    Change vs previous 13F +349,936 shares

    0.76% of the 13F portfolio, value $42,304,432.

    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 47,887 shares
    Change vs previous 13F +15,856 shares

    0.1% of the 13F portfolio, value $5,056,867.

    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 32,031 shares
    Change vs previous 13F +2,465 shares

    0.06% of the 13F portfolio, value $3,378,630.

    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 29,566 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,139,657.

    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).