Skip to content
Disclosery

Crestwood Advisors Group, LLC: WMT position timeline

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

Crestwood Advisors Group, LLC held 95,014 WMT 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 95,014 shares
    Change vs previous 13F +22,624 shares

    0.16% of the 13F portfolio, value $10,761,377.

    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 72,390 shares
    Change vs previous 13F +4,850 shares

    0.15% of the 13F portfolio, value $8,996,649.

    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 67,540 shares
    Change vs previous 13F +6,718 shares

    0.13% of the 13F portfolio, value $7,524,592.

    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 60,822 shares
    Change vs previous 13F +3,966 shares

    0.11% of the 13F portfolio, value $6,268,284.

    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 56,856 shares
    Change vs previous 13F +1,882 shares

    0.1% of the 13F portfolio, value $5,559,414.

    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 54,974 shares
    Change vs previous 13F +8,675 shares

    0.09% of the 13F portfolio, value $4,826,189.

    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 46,299 shares
    Change vs previous 13F +12,298 shares

    0.08% of the 13F portfolio, value $4,183,070.

    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 34,001 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,745,552.

    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).