Crestwood Advisors Group LLC
Holdings in AB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,416,614 | 218,727 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $622,068 | 16,276 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,078,891 | 26,424 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,012,265 | 26,423 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $10,683,106 | 288,032 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $9,802,729 | 280,961 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $847,892 | 25,093 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $878,644 | 25,292 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $71,598,497 | 2,307,396 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $85,507,938 | 2,817,395 | Shares | Sole | 2023-11-15 |