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Crestwood Advisors Group, LLC: VTEB position timeline

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

Crestwood Advisors Group, LLC held 694,212 VTEB 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 694,212 shares
    Change vs previous 13F -20,902 shares

    0.52% of the 13F portfolio, value $35,113,459.

    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 715,114 shares
    Change vs previous 13F -125,266 shares

    0.6% of the 13F portfolio, value $35,676,886.

    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 840,380 shares
    Change vs previous 13F +14,485 shares

    0.7% of the 13F portfolio, value $42,262,697.

    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 825,895 shares
    Change vs previous 13F -50,337 shares

    0.7% of the 13F portfolio, value $41,352,544.

    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 876,232 shares
    Change vs previous 13F -433,393 shares

    0.77% of the 13F portfolio, value $42,961,593.

    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 1,309,625 shares
    Change vs previous 13F +67,055 shares

    1.24% of the 13F portfolio, value $64,983,573.

    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 1,242,570 shares
    Change vs previous 13F +50,422 shares

    1.17% of the 13F portfolio, value $62,290,011.

    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 1,192,148 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $60,942,648.

    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).