Crestwood Advisors Group, LLC
Position in III — Information Services Group Inc.
CIK 1426853
BOSTON, MA
Position in III
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,366,459
+$221,154 QoQ
Shares Held
819,090
0.0% QoQ
Ownership
1.69%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#10
of 136 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in III Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. III ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
34,493 | $9,699,776 | |
| 2 | III |
Information Services Group Inc.
This page
|
819,090 | $3,366,459 | |
| 3 | ACN |
Accenture plc
|
22,291 | $2,773,892 | |
| 4 | IT |
Gartner Inc
|
15,251 | $1,976,834 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,792 | $382,364 | |
| 6 | CDW |
CDW Corp
|
2,610 | $367,070 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,118 | $291,733 | |
| 8 | GIB |
Cgi Inc
|
4,308 | $278,167 |
All Filings in III
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,366,459 | 819,090 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,145,305 | 819,090 | Shares | Sole | 2026-05-05 | |
| 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 | |
| 2023-09-30 | $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 | |
| No filing history on record for this holder in this stock. | ||||||