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Crestwood Advisors Group, LLC: VSLU position timeline

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

Crestwood Advisors Group, LLC held 2,986,485 VSLU 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 2,986,485 shares
    Change vs previous 13F +162,155 shares

    2.05% of the 13F portfolio, value $138,113,646.

    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 2,824,330 shares
    Change vs previous 13F +824,524 shares

    1.99% of the 13F portfolio, value $118,085,256.

    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 1,999,806 shares
    Change vs previous 13F +562,435 shares

    1.47% of the 13F portfolio, value $88,511,412.

    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 1,437,371 shares
    Change vs previous 13F +209,973 shares

    1.04% of the 13F portfolio, value $61,364,239.

    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 1,227,398 shares
    Change vs previous 13F +17,627 shares

    0.86% of the 13F portfolio, value $48,052,628.

    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 1,209,771 shares
    Change vs previous 13F +35,521 shares

    0.81% of the 13F portfolio, value $42,368,371.

    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 1,174,250 shares
    Change vs previous 13F +37,939 shares

    0.81% of the 13F portfolio, value $42,965,811.

    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 1,136,311 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $40,904,355.

    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).