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Crestwood Advisors Group, LLC: USIG position timeline

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

Crestwood Advisors Group, LLC held 721,501 USIG 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 721,501 shares
    Change vs previous 13F +73,522 shares

    0.55% of the 13F portfolio, value $37,005,780.

    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 647,979 shares
    Change vs previous 13F -2,136 shares

    0.56% of the 13F portfolio, value $33,195,960.

    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 650,115 shares
    Change vs previous 13F +112,916 shares

    0.56% of the 13F portfolio, value $33,656,462.

    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 537,199 shares
    Change vs previous 13F +81,924 shares

    0.48% of the 13F portfolio, value $28,052,547.

    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 455,275 shares
    Change vs previous 13F +18,599 shares

    0.42% of the 13F portfolio, value $23,419,364.

    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 436,676 shares
    Change vs previous 13F +29,197 shares

    0.42% of the 13F portfolio, value $22,305,408.

    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 407,479 shares
    Change vs previous 13F +119,598 shares

    0.38% of the 13F portfolio, value $20,488,035.

    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 287,881 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $15,137,074.

    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).