Skip to content
Disclosery

Crestwood Advisors Group, LLC: VO position timeline

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

Crestwood Advisors Group, LLC held 255,199 VO 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 255,199 shares
    Change vs previous 13F +191,014 shares

    0.3% of the 13F portfolio, value $20,561,346.

    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 64,185 shares
    Change vs previous 13F +32,856 shares

    0.31% of the 13F portfolio, value $18,432,756.

    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 31,329 shares
    Change vs previous 13F +152 shares

    0.15% of the 13F portfolio, value $9,092,277.

    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 31,177 shares
    Change vs previous 13F +128 shares

    0.16% of the 13F portfolio, value $9,158,019.

    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 31,049 shares
    Change vs previous 13F -210 shares

    0.16% of the 13F portfolio, value $8,688,359.

    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 31,259 shares
    Change vs previous 13F +1,880 shares

    0.15% of the 13F portfolio, value $8,084,126.

    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 29,379 shares
    Change vs previous 13F +468 shares

    0.15% of the 13F portfolio, value $7,759,775.

    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 28,911 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,627,690.

    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).