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Crestwood Advisors Group, LLC: WDC position timeline

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

Crestwood Advisors Group, LLC held 3,866 WDC 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 3,866 shares
    Change vs previous 13F -7,044 shares

    0.04% of the 13F portfolio, value $2,469,125.

    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 10,910 shares
    Change vs previous 13F -80 shares

    0.05% of the 13F portfolio, value $2,951,046.

    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 10,990 shares
    Change vs previous 13F +8,022 shares

    0.03% of the 13F portfolio, value $1,893,247.

    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 2,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,338.

    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).