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Crestwood Advisors Group, LLC: TTD position timeline

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

Crestwood Advisors Group, LLC held 144,690 TTD 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 144,690 shares
    Change vs previous 13F -27,787 shares

    0.04% of the 13F portfolio, value $2,615,995.

    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 172,477 shares
    Change vs previous 13F +5,268 shares

    0.07% of the 13F portfolio, value $3,913,503.

    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 167,209 shares
    Change vs previous 13F +95,609 shares

    0.11% of the 13F portfolio, value $6,347,254.

    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 71,600 shares
    Change vs previous 13F -3,568 shares

    0.06% of the 13F portfolio, value $3,509,120.

    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 75,168 shares
    Change vs previous 13F -1,168 shares

    0.1% of the 13F portfolio, value $5,411,351.

    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 76,336 shares
    Change vs previous 13F -405 shares

    0.08% of the 13F portfolio, value $4,177,111.

    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 76,741 shares
    Change vs previous 13F -380 shares

    0.17% of the 13F portfolio, value $9,019,380.

    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 77,121 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,456,318.

    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).