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Crestwood Advisors Group, LLC: TSLA position timeline

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

Crestwood Advisors Group, LLC held 33,146 TSLA 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 33,146 shares
    Change vs previous 13F +9,178 shares

    0.21% of the 13F portfolio, value $13,941,391.

    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 23,968 shares
    Change vs previous 13F +4,401 shares

    0.15% of the 13F portfolio, value $8,910,131.

    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 19,567 shares
    Change vs previous 13F +5,039 shares

    0.15% of the 13F portfolio, value $8,799,448.

    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 14,528 shares
    Change vs previous 13F +3,105 shares

    0.11% of the 13F portfolio, value $6,460,671.

    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 11,423 shares
    Change vs previous 13F +2,310 shares

    0.07% of the 13F portfolio, value $3,628,473.

    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 9,113 shares
    Change vs previous 13F -840 shares

    0.04% of the 13F portfolio, value $2,361,845.

    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 9,953 shares
    Change vs previous 13F +253 shares

    0.08% of the 13F portfolio, value $4,019,449.

    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 9,700 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,537,763.

    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).