Skip to content
Disclosery

Crestwood Advisors Group, LLC: VLTO position timeline

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

Crestwood Advisors Group, LLC held 21,118 VLTO 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 21,118 shares
    Change vs previous 13F -4,492 shares

    0.03% of the 13F portfolio, value $1,872,767.

    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 25,610 shares
    Change vs previous 13F -1,610 shares

    0.04% of the 13F portfolio, value $2,264,452.

    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 27,220 shares
    Change vs previous 13F -6,246 shares

    0.05% of the 13F portfolio, value $2,716,042.

    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 33,466 shares
    Change vs previous 13F -1,609 shares

    0.06% of the 13F portfolio, value $3,567,756.

    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 35,075 shares
    Change vs previous 13F -2,963 shares

    0.06% of the 13F portfolio, value $3,540,808.

    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 38,038 shares
    Change vs previous 13F -13,350 shares

    0.07% of the 13F portfolio, value $3,706,841.

    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 51,388 shares
    Change vs previous 13F -645 shares

    0.1% of the 13F portfolio, value $5,233,859.

    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 52,033 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,820,387.

    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).