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Crestwood Advisors Group, LLC: XLV position timeline

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

Crestwood Advisors Group, LLC held 17,096 XLV 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 17,096 shares
    Change vs previous 13F -1,019 shares

    0.04% of the 13F portfolio, value $2,712,383.

    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 18,115 shares
    Change vs previous 13F -563 shares

    0.04% of the 13F portfolio, value $2,655,845.

    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 18,678 shares
    Change vs previous 13F -522 shares

    0.05% of the 13F portfolio, value $2,891,325.

    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 19,200 shares
    Change vs previous 13F -3,058 shares

    0.05% of the 13F portfolio, value $2,672,052.

    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 22,258 shares
    Change vs previous 13F +5,420 shares

    0.05% of the 13F portfolio, value $3,000,112.

    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 16,838 shares
    Change vs previous 13F -82 shares

    0.05% of the 13F portfolio, value $2,458,462.

    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 16,920 shares
    Change vs previous 13F +1,144 shares

    0.04% of the 13F portfolio, value $2,327,710.

    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 15,776 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,429,884.

    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).