Crestwood Advisors Group, LLC: WAB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on WAB, newest first. How the timeline and the estimate are built.
Crestwood Advisors Group, LLC held 1,961 WAB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,961 sharesChange vs previous 13F +25 shares
0.01% of the 13F portfolio, value $528,669.
13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,936 sharesChange vs previous 13F +118 shares
0.01% of the 13F portfolio, value $483,827.
13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,818 sharesChange vs previous 13F +286 shares
0.01% of the 13F portfolio, value $388,053.
13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,532 sharesChange vs previous 13F +308 shares
0.01% of the 13F portfolio, value $307,121.
13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,224 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $256,245.
13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).