Skip to content
Disclosery

Crestwood Advisors Group, LLC: XYZ position timeline

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

Crestwood Advisors Group, LLC held 7,184 XYZ 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 7,184 shares
    Change vs previous 13F +2,040 shares

    0.01% of the 13F portfolio, value $545,963.

    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 5,144 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,592.

    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).