State location: MA | Fiscal Year End: 1231
formerly: Crestwood Advisors Group LLC (filings through 2024-01-29)
formerly: Crestwood Advisors LLC (filings through 2017-01-12)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-25-000001 (34 Act) Size: 284 KB |
2025-02-04 | 028-13016 25586250 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-24-000010 (34 Act) Size: 270 KB |
2024-10-30 | 028-13016 241411537 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001426853-24-000009 (34 Act) Size: 1 MB |
2024-08-30 | 028-13016 241269336 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-24-000006 (34 Act) Size: 259 KB |
2024-08-01 | 028-13016 241165171 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-24-000005 (34 Act) Size: 256 KB |
2024-05-08 | 028-13016 24924783 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-24-000004 (34 Act) Size: 248 KB |
2024-02-13 | 028-13016 24625206 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-24-000001 (34 Act) Size: 248 KB |
2024-01-29 | 028-13016 24572871 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-23-000004 (34 Act) Size: 227 KB |
2023-11-15 | 028-13016 231409313 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-23-000003 (34 Act) Size: 131 KB |
2023-08-15 | 028-13016 231173761 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-23-000002 (34 Act) Size: 132 KB |
2023-05-12 | 028-13016 23916108 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-23-000001 (34 Act) Size: 137 KB |
2023-02-14 | 028-13016 23624749 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-22-000004 (34 Act) Size: 141 KB |
2022-10-26 | 028-13016 221332530 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-22-000003 (34 Act) Size: 142 KB |
2022-07-07 | 028-13016 221069945 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-22-000002 (34 Act) Size: 147 KB |
2022-04-12 | 028-13016 22821181 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-22-000001 (34 Act) Size: 153 KB |
2022-02-15 | 028-13016 22637322 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-21-000004 (34 Act) Size: 136 KB |
2021-11-03 | 028-13016 211375019 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-21-000003 (34 Act) Size: 138 KB |
2021-08-13 | 028-13016 211171519 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-21-000002 (34 Act) Size: 133 KB |
2021-04-21 | 028-13016 21842058 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-21-000001 (34 Act) Size: 136 KB |
2021-02-09 | 028-13016 21604733 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-20-000004 (34 Act) Size: 122 KB |
2020-10-06 | 028-13016 201226990 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-20-000003 (34 Act) Size: 122 KB |
2020-08-14 | 028-13016 201104576 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-20-000002 (34 Act) Size: 115 KB |
2020-05-15 | 028-13016 20881996 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-20-000001 (34 Act) Size: 131 KB |
2020-02-12 | 028-13016 20603834 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-19-000004 (34 Act) Size: 131 KB |
2019-11-13 | 028-13016 191213906 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-19-000003 (34 Act) Size: 123 KB |
2019-08-14 | 028-13016 191023946 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-19-000002 (34 Act) Size: 92 KB |
2019-05-09 | 028-13016 19810229 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-19-000001 (34 Act) Size: 84 KB |
2019-02-14 | 028-13016 19604029 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-18-000005 (34 Act) Size: 90 KB |
2018-11-15 | 028-13016 181185458 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-18-000004 (34 Act) Size: 91 KB |
2018-08-14 | 028-13016 181015987 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-18-000003 (34 Act) Size: 92 KB |
2018-05-14 | 028-13016 18831576 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-18-000001 (34 Act) Size: 98 KB |
2018-01-11 | 028-13016 18523542 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-17-000006 (34 Act) Size: 87 KB |
2017-11-20 | 028-13016 171212868 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-17-000005 (34 Act) Size: 84 KB |
2017-07-31 | 028-13016 17991917 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-17-000004 (34 Act) Size: 266 KB |
2017-05-03 | 028-13016 17810355 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-17-000003 (34 Act) Size: 252 KB |
2017-04-24 | 028-13016 17777655 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-17-000001 (34 Act) Size: 90 KB |
2017-01-12 | 028-13016 17525344 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-16-000009 (34 Act) Size: 71 KB |
2016-11-03 | 028-13016 161972360 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-16-000008 (34 Act) Size: 73 KB |
2016-08-15 | 028-13016 161832421 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-16-000007 (34 Act) Size: 76 KB |
2016-05-16 | 028-13016 161654602 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001426853-16-000006 (34 Act) Size: 82 KB |
2016-02-12 | 028-13016 161418095 |