Skip to content
Disclosery

Crestwood Advisors Group, LLC: URI position timeline

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

Crestwood Advisors Group, LLC held 34,889 URI 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 34,889 shares
    Change vs previous 13F -409 shares

    0.59% of the 13F portfolio, value $39,525,076.

    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 35,298 shares
    Change vs previous 13F -221 shares

    0.43% of the 13F portfolio, value $25,716,374.

    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 35,519 shares
    Change vs previous 13F +30 shares

    0.48% of the 13F portfolio, value $28,746,404.

    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 35,489 shares
    Change vs previous 13F +11 shares

    0.58% of the 13F portfolio, value $33,879,942.

    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 35,478 shares
    Change vs previous 13F +23 shares

    0.48% of the 13F portfolio, value $26,729,011.

    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 35,455 shares
    Change vs previous 13F -836 shares

    0.42% of the 13F portfolio, value $22,219,419.

    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 36,291 shares
    Change vs previous 13F -183 shares

    0.48% of the 13F portfolio, value $25,564,593.

    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 36,474 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $29,533,808.

    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).