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Crestwood Advisors Group, LLC: WIT position timeline

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

Crestwood Advisors Group, LLC held 98,020 WIT 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 98,020 shares
    Change vs previous 13F +42,725 shares

    <0.01% of the 13F portfolio, value $220,545.

    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 55,295 shares
    Change vs previous 13F +24,111 shares

    <0.01% of the 13F portfolio, value $117,225.

    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 31,184 shares
    Change vs previous 13F +13,262 shares

    <0.01% of the 13F portfolio, value $88,563.

    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 17,922 shares
    Change vs previous 13F +6,889 shares

    <0.01% of the 13F portfolio, value $47,135.

    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 11,033 shares
    Change vs previous 13F -2,939 shares

    <0.01% of the 13F portfolio, value $33,320.

    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 13,972 shares
    Change vs previous 13F -1,488 shares

    <0.01% of the 13F portfolio, value $42,754.

    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 15,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,728.

    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).