Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

III holding history

Information Services Group Inc. in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

III overview All 13F holders of III Full Q2 2026 holdings

Shares (Q2 2026): 819,090
Value: $3.37M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of III by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	819,090	$3.37M	<0.1%	00.0%	Unchanged	Holders
Q1 2026	819,090	$3.15M	0.1%	00.0%	Unchanged	Holders
Q4 2025	819,090	$4.73M	0.1%	−7,300−0.9%	Reduced	Holders
Q3 2025	826,390	$4.75M	0.1%	00.0%	Unchanged	Holders
Q2 2025	826,390	$3.97M	0.1%	00.0%	Unchanged	Holders
Q1 2025	826,390	$3.23M	0.1%	00.0%	Unchanged	Holders
Q4 2024	826,390	$2.76M	0.1%	00.0%	Unchanged	Holders
Q3 2024	826,390	$2.73M	0.1%	00.0%	Unchanged	Holders
Q2 2024	826,390	$2.43M	0.1%	00.0%	Unchanged	Holders
Q1 2024	826,390	$3.34M	0.1%	00.0%	Unchanged	Holders
Q4 2023	826,390	$3.89M	0.1%	00.0%	Unchanged	Holders
Q3 2023	826,390	$3.62M	0.1%	00.0%	Unchanged	Holders
Q2 2023	826,390	$4.43M	0.1%	00.0%	Unchanged	Holders
Q1 2023	826,390	$4.21M	0.1%	00.0%	Unchanged	Holders
Q4 2022	826,390	$3.80M	0.1%	00.0%	Unchanged	Holders
Q3 2022	826,390	$3.93M	0.1%	00.0%	Unchanged	Holders
Q2 2022	826,390	$5.59M	0.2%	00.0%	Unchanged	Holders
Q1 2022	826,390	$5.63M	0.2%	00.0%	Unchanged	Holders
Q4 2021	826,390	$6.30M	0.2%	−37,000−4.3%	Reduced	Holders
Q3 2021	863,390	$6.20M	0.2%	−233,000−21.3%	Reduced	Holders
Q2 2021	1,096,390	$6.41M	0.2%	+966,390+743.4%	Added	Holders
Q1 2021	130,000	$572.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.