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Crestwood Advisors Group, LLC: V position timeline

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

Crestwood Advisors Group, LLC held 319,578 V 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 319,578 shares
    Change vs previous 13F -4,766 shares

    1.63% of the 13F portfolio, value $109,643,574.

    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 324,344 shares
    Change vs previous 13F +5,492 shares

    1.65% of the 13F portfolio, value $98,028,943.

    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 318,852 shares
    Change vs previous 13F -16,002 shares

    1.86% of the 13F portfolio, value $111,825,436.

    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 334,854 shares
    Change vs previous 13F -8,600 shares

    1.95% of the 13F portfolio, value $114,312,106.

    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 343,454 shares
    Change vs previous 13F -473 shares

    2.19% of the 13F portfolio, value $121,941,570.

    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 343,927 shares
    Change vs previous 13F +312 shares

    2.29% of the 13F portfolio, value $120,532,684.

    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 343,615 shares
    Change vs previous 13F +1,198 shares

    2.04% of the 13F portfolio, value $108,596,153.

    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 342,417 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $94,147,744.

    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).