Skip to content
Disclosery

Crestwood Advisors Group, LLC: XMHQ position timeline

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

Crestwood Advisors Group, LLC held 302,466 XMHQ 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 302,466 shares
    Change vs previous 13F +6,453 shares

    0.51% of the 13F portfolio, value $34,142,355.

    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 296,013 shares
    Change vs previous 13F +10,247 shares

    0.51% of the 13F portfolio, value $30,598,814.

    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 285,766 shares
    Change vs previous 13F +7,372 shares

    0.49% of the 13F portfolio, value $29,268,198.

    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 278,394 shares
    Change vs previous 13F +10,235 shares

    0.5% of the 13F portfolio, value $29,220,268.

    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 268,159 shares
    Change vs previous 13F -29,352 shares

    0.47% of the 13F portfolio, value $26,343,897.

    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 297,511 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $27,231,161.

    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).