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Crestwood Advisors Group, LLC: VGT position timeline

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

Crestwood Advisors Group, LLC held 29,013 VGT 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 29,013 shares
    Change vs previous 13F +25,386 shares

    0.05% of the 13F portfolio, value $3,467,595.

    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 3,627 shares
    Change vs previous 13F -271 shares

    0.04% of the 13F portfolio, value $2,530,340.

    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 3,898 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $2,938,260.

    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 3,887 shares
    Change vs previous 13F +178 shares

    0.05% of the 13F portfolio, value $2,902,262.

    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 3,709 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $2,460,194.

    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 3,739 shares
    Change vs previous 13F -191 shares

    0.04% of the 13F portfolio, value $2,028,162.

    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 3,930 shares
    Change vs previous 13F +344 shares

    0.05% of the 13F portfolio, value $2,443,437.

    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 3,586 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,103,480.

    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).