Current Market Value 5,604,365,983
Current Holdings 532
Most Recent File Date 2025-08-05
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Crestwood Advisors Group LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 532 5,604,366
2025-05-05 2025-03-31 13F-HR 498 5,263,012
2025-02-04 2024-12-31 13F-HR 459 5,335,957
2024-10-30 2024-09-30 13F-HR 443 5,235,428
2024-08-01 2024-06-30 13F-HR 425 4,834,592
2024-05-08 2024-03-31 13F-HR 418 4,580,383
2024-02-13 2023-12-31 13F-HR/A 1 R 405 4,302,739
2024-01-29 2023-12-31 13F-HR 405 4,291,893
2023-11-15 2023-09-30 13F-HR 365 3,812,882
2023-08-15 2023-06-30 13F-HR 255 3,181,416
2023-05-12 2023-03-31 13F-HR 258 3,001,680
2023-02-14 2022-12-31 13F-HR 267 2,936,251
2022-10-26 2022-09-30 13F-HR 269 2,818,842
2022-07-07 2022-06-30 13F-HR 269 2,970,918
2022-04-12 2022-03-31 13F-HR 288 3,566,478
2022-02-15 2021-12-31 13F-HR 300 3,853,060
2021-11-03 2021-09-30 13F-HR 268 3,529,939
2021-08-13 2021-06-30 13F-HR 271 3,455,703
2021-04-21 2021-03-31 13F-HR 262 3,181,107
2021-02-09 2020-12-31 13F-HR 268 3,034,638
2020-10-06 2020-09-30 13F-HR 239 2,662,957
2020-08-14 2020-06-30 13F-HR 239 2,497,512
2020-05-15 2020-03-31 13F-HR 224 2,015,770
2020-02-12 2019-12-31 13F-HR 257 2,523,323
2019-11-13 2019-09-30 13F-HR 257 2,273,992
2019-08-14 2019-06-30 13F-HR 242 2,208,124
2019-05-09 2019-03-31 13F-HR 179 1,396,195
2019-02-14 2018-12-31 13F-HR 163 1,256,048
2018-11-14 2018-09-30 13F-HR 175 1,424,229
2018-08-14 2018-06-30 13F-HR 177 1,374,190
2018-05-14 2018-03-31 13F-HR 179 1,275,993
2018-01-11 2017-12-31 13F-HR 191 1,257,149
2017-11-20 2017-09-30 13F-HR 167 1,165,726
2017-07-31 2017-06-30 13F-HR 160 1,174,765
2017-05-03 2017-03-31 13F-HR/A 1 R 522 1,133,915
2017-04-24 2017-03-31 13F-HR 495 1,034,854
2017-01-12 2016-12-31 13F-HR 164 1,032,816
2016-11-03 2016-09-30 13F-HR 129 836,236
2016-08-15 2016-06-30 13F-HR 134 809,267
2016-05-16 2016-03-31 13F-HR 139 847,588
2016-02-12 2015-12-31 13F-HR 151 828,920
2015-11-16 2015-09-30 13F-HR 143 770,035
2015-08-13 2015-06-30 13F-HR 156 751,066
2015-05-11 2015-03-31 13F-HR 146 701,747
2015-02-18 2014-12-31 13F-HR 146 664,387
2014-10-16 2014-09-30 13F-HR 126 638,717
2014-08-01 2014-06-30 13F-HR 122 626,555
2014-04-14 2014-03-31 13F-HR 117 612,256
2014-02-13 2013-12-31 13F-HR 123 626,459
2013-11-14 2013-09-30 13F-HR 125 570,349
2013-08-09 2013-06-30 13F-HR 128 540,581