Position in FIVE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$289,255
New position
Shares Held
1,266
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,984,109 across 4 Specialty Retail names.
All Filings in FIVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,255 | 1,266 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||