Crestwood Advisors Group, LLC

Position in F — Ford Motor Co

CIK 1426853 BOSTON, MA

Back to F Full portfolio

Position in F

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$428,022

+$184,540 QoQ

Shares Held

30,793

+45.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#806

of 1,726 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in F Over Time

Shares Held

Position Value (USD)

Derivatives in F

reported options exposure · as of Sep 30, 2022

CallValue

$44,800

CallShares

4,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $14,996,814 across 3 Auto Manufacturers names. F ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	33,146	$13,941,207
2	GM	General Motors Co	8,142	$627,585
3	F	Ford Motor Co This page	30,793	$428,022

All Filings in F

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,022	30,793	+45.9%	Shares	Sole	2026-08-03
2026-03-31	$243,482	21,099	+19.1%	Shares	Sole	2026-05-05
2025-12-31	$232,486	17,720	+41.1%	Shares	Sole	2026-02-03
2025-09-30	$150,229	12,561	+23.7%	Shares	Sole	2025-11-07
2025-06-30	$110,138	10,151	-28.7%	Shares	Sole	2025-08-05
2025-03-31	$142,857	14,243	+23.4%	Shares	Other	2025-05-05
2024-12-31	$114,295	11,545	-14.7%	Shares	Other	2025-02-04
2024-09-30	$142,971	13,539	-82.6%	Shares	Other	2024-10-30
2024-06-30	$976,477	77,869	+533.2%	Shares	Other	2024-08-01
2024-03-31	$163,304	12,297	+12.3%	Shares	Other	2024-05-08
2023-12-31	$133,529	10,954	-52.9%	Shares	Other	2024-02-13
2023-09-30	$288,951	23,265	+89.8%	Shares	Other	2023-11-15
2023-03-31	$154,438	12,257	-25.3%	Shares	Sole	2023-05-12
2022-12-31	$190,801	16,406	-18.7%	Shares	Sole	2023-02-14
2022-09-30	$44,800	4,000	0.0%	Call	Sole	2022-10-26
2022-09-30	$226,139	20,191	-12.9%	Shares	Sole	2022-10-26
2022-06-30	$258,104	23,190	-37.0%	Shares	Sole	2022-07-07
2022-06-30	$44,520	4,000	—	Call	Sole	2022-07-07
2022-03-31	$622,101	36,789	-0.1%	Shares	Sole	2022-04-12
2021-12-31	$764,606	36,813	+173.4%	Shares	Sole	2022-02-15
2021-09-30	$190,636	13,463	+19.5%	Shares	Sole	2021-11-03
2021-06-30	$167,368	11,263	+6.1%	Shares	Sole	2021-08-13
2021-03-31	$130,009	10,613	+3.8%	Shares	Sole	2021-04-21
2020-12-31	$89,842	10,221	-25.4%	Shares	Sole	2021-02-09
2020-09-30	$91,242	13,700	+19.1%	Shares	Sole	2020-10-06
2020-06-30	$69,920	11,500	0.0%	Shares	Sole	2020-08-14
2020-03-31	$55,545	11,500	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.