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Crestwood Advisors Group, LLC: VTRS position timeline

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

Crestwood Advisors Group, LLC held 27,252 VTRS 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 27,252 shares
    Change vs previous 13F +6,473 shares

    0.01% of the 13F portfolio, value $432,757.

    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 20,779 shares
    Change vs previous 13F +2,075 shares

    <0.01% of the 13F portfolio, value $280,723.

    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 18,704 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $232,868.

    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 18,491 shares
    Change vs previous 13F +3,104 shares

    <0.01% of the 13F portfolio, value $183,064.

    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 15,387 shares
    Change vs previous 13F +4,718 shares

    <0.01% of the 13F portfolio, value $137,408.

    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 10,669 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $92,930.

    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).