Skip to content
Disclosery

Crestwood Advisors Group, LLC: UMC position timeline

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

Crestwood Advisors Group, LLC held 23,999 UMC 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 23,999 shares
    Change vs previous 13F +2,826 shares

    0.01% of the 13F portfolio, value $653,013.

    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 21,173 shares
    Change vs previous 13F +1,672 shares

    <0.01% of the 13F portfolio, value $190,134.

    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 19,501 shares
    Change vs previous 13F +6,410 shares

    <0.01% of the 13F portfolio, value $153,278.

    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 13,091 shares
    Change vs previous 13F -6,523 shares

    <0.01% of the 13F portfolio, value $99,230.

    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 19,614 shares
    Change vs previous 13F +1,663 shares

    <0.01% of the 13F portfolio, value $150,047.

    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 17,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $128,350.

    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).