Crestwood Advisors Group LLC
Holdings in III
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,734,340 | 819,090 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $4,751,742 | 826,390 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $3,966,672 | 826,390 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $3,231,184 | 826,390 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $2,760,142 | 826,390 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $2,727,087 | 826,390 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $2,429,586 | 826,390 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $3,338,615 | 826,390 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $3,892,296 | 826,390 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $3,619,588 | 826,390 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $4,429,450 | 826,390 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $4,206,325 | 826,390 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,801,394 | 826,390 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $3,933,616 | 826,390 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $5,586,396 | 826,390 | Shares | Sole | 2022-07-07 |
| 2022-03-31 | $5,627,715 | 826,390 | Shares | Sole | 2022-04-12 |
| 2021-12-31 | $6,297,091 | 826,390 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $6,199,140 | 863,390 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $6,413,881 | 1,096,390 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $572,000 | 130,000 | Shares | Sole | 2021-04-21 |