Skip to content
Disclosery

Crestwood Advisors Group, LLC: XLF position timeline

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

Crestwood Advisors Group, LLC held 29,311 XLF 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 29,311 shares
    Change vs previous 13F -2,720 shares

    0.02% of the 13F portfolio, value $1,571,346.

    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 32,031 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $1,581,384.

    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 31,790 shares
    Change vs previous 13F -236 shares

    0.03% of the 13F portfolio, value $1,741,126.

    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 32,026 shares
    Change vs previous 13F -3,305 shares

    0.03% of the 13F portfolio, value $1,725,221.

    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 35,331 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $1,850,270.

    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 35,364 shares
    Change vs previous 13F -2,823 shares

    0.03% of the 13F portfolio, value $1,761,499.

    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 38,187 shares
    Change vs previous 13F +596 shares

    0.03% of the 13F portfolio, value $1,845,576.

    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 37,591 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,703,602.

    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).