Position in LPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$201,914
+$54,509 QoQ
Shares Held
51,906
+36.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 191 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $396,811,733 across 3 Consumer Electronics names. LPL ranks #3 (0.1% of the industry book) .
All Filings in LPL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,914 | 51,906 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $147,405 | 37,991 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $92,750 | 22,031 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $65,401 | 12,529 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $45,468 | 14,620 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||