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Crestwood Advisors Group, LLC: XLE position timeline

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

Crestwood Advisors Group, LLC held 77,316 XLE 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 77,316 shares
    Change vs previous 13F -4,033 shares

    0.06% of the 13F portfolio, value $4,106,978.

    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 81,349 shares
    Change vs previous 13F -4,901 shares

    0.08% of the 13F portfolio, value $4,984,544.

    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 86,250 shares
    Change vs previous 13F +21,264 shares

    0.06% of the 13F portfolio, value $3,856,636.

    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 64,986 shares
    Change vs previous 13F -147,102 shares

    0.1% of the 13F portfolio, value $5,806,615.

    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 212,088 shares
    Change vs previous 13F -84,120 shares

    0.32% of the 13F portfolio, value $17,987,478.

    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 296,208 shares
    Change vs previous 13F -13,849 shares

    0.53% of the 13F portfolio, value $27,680,672.

    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 310,057 shares
    Change vs previous 13F -13,201 shares

    0.5% of the 13F portfolio, value $26,559,470.

    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 323,258 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $28,381,560.

    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).