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Crestwood Advisors Group, LLC: TFI position timeline

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

Crestwood Advisors Group, LLC held 154,646 TFI 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 154,646 shares
    Change vs previous 13F -8,426 shares

    0.11% of the 13F portfolio, value $7,082,787.

    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 163,072 shares
    Change vs previous 13F -426 shares

    0.12% of the 13F portfolio, value $7,393,662.

    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 163,498 shares
    Change vs previous 13F -5,778 shares

    0.12% of the 13F portfolio, value $7,473,471.

    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 169,276 shares
    Change vs previous 13F -28,232 shares

    0.13% of the 13F portfolio, value $7,713,885.

    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 197,508 shares
    Change vs previous 13F +39,834 shares

    0.16% of the 13F portfolio, value $8,822,660.

    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 157,674 shares
    Change vs previous 13F -10,463 shares

    0.14% of the 13F portfolio, value $7,106,345.

    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 168,137 shares
    Change vs previous 13F -404 shares

    0.14% of the 13F portfolio, value $7,670,387.

    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 168,541 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,892,752.

    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).