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Crestwood Advisors Group, LLC: USMV position timeline

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

Crestwood Advisors Group, LLC held 42,051 USMV 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 42,051 shares
    Change vs previous 13F -531 shares

    0.06% of the 13F portfolio, value $4,055,920.

    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 42,582 shares
    Change vs previous 13F -2,702 shares

    0.07% of the 13F portfolio, value $3,948,074.

    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 45,284 shares
    Change vs previous 13F -291 shares

    0.07% of the 13F portfolio, value $4,264,724.

    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 45,575 shares
    Change vs previous 13F -1,780 shares

    0.07% of the 13F portfolio, value $4,335,584.

    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 47,355 shares
    Change vs previous 13F -899 shares

    0.08% of the 13F portfolio, value $4,444,414.

    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 48,254 shares
    Change vs previous 13F -3,296 shares

    0.09% of the 13F portfolio, value $4,519,510.

    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 51,550 shares
    Change vs previous 13F -1,348 shares

    0.09% of the 13F portfolio, value $4,577,105.

    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 52,898 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,829,928.

    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).