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Crestwood Advisors Group, LLC: VT position timeline

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

Crestwood Advisors Group, LLC held 2,115 VT 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 2,115 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $331,949.

    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 2,106 shares
    Change vs previous 13F -6,024 shares

    <0.01% of the 13F portfolio, value $291,302.

    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 8,130 shares
    Change vs previous 13F -131 shares

    0.02% of the 13F portfolio, value $1,146,818.

    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 8,261 shares
    Change vs previous 13F -255 shares

    0.02% of the 13F portfolio, value $1,138,366.

    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 8,516 shares
    Change vs previous 13F -23,458 shares

    0.02% of the 13F portfolio, value $1,094,476.

    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 31,974 shares
    Change vs previous 13F -11,971 shares

    0.07% of the 13F portfolio, value $3,707,385.

    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 43,945 shares
    Change vs previous 13F -2,455 shares

    0.1% of the 13F portfolio, value $5,162,659.

    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 46,400 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,554,080.

    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).