Position in LPL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$147,405
+$54,655 QoQ
Shares Held
37,991
+72.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $353,904,747 across 3 Consumer Electronics names. LPL ranks #3 (0.0% of the industry book) .
All Filings in LPL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||