Skip to content
Disclosery

Crestwood Advisors Group, LLC: UNH position timeline

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

Crestwood Advisors Group, LLC held 8,258 UNH 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 8,258 shares
    Change vs previous 13F +2,728 shares

    0.05% of the 13F portfolio, value $3,432,460.

    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 5,530 shares
    Change vs previous 13F -368 shares

    0.03% of the 13F portfolio, value $1,496,470.

    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 5,898 shares
    Change vs previous 13F +771 shares

    0.03% of the 13F portfolio, value $1,946,959.

    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 5,127 shares
    Change vs previous 13F +708 shares

    0.03% of the 13F portfolio, value $1,770,361.

    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 4,419 shares
    Change vs previous 13F -938 shares

    0.02% of the 13F portfolio, value $1,378,603.

    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 5,357 shares
    Change vs previous 13F +1,210 shares

    0.05% of the 13F portfolio, value $2,805,676.

    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 4,147 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $2,097,714.

    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 3,878 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,267,364.

    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).