Skip to content
Disclosery

Crestwood Advisors Group, LLC: VTV position timeline

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

Crestwood Advisors Group, LLC held 16,619 VTV 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 16,619 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $3,621,779.

    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 16,649 shares
    Change vs previous 13F -396 shares

    0.05% of the 13F portfolio, value $3,266,534.

    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 17,045 shares
    Change vs previous 13F +2,528 shares

    0.05% of the 13F portfolio, value $3,255,425.

    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 14,517 shares
    Change vs previous 13F +627 shares

    0.05% of the 13F portfolio, value $2,707,275.

    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 13,890 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $2,454,919.

    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 13,859 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $2,394,004.

    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 13,880 shares
    Change vs previous 13F +1,237 shares

    0.04% of the 13F portfolio, value $2,349,884.

    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 12,643 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,207,089.

    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).