Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, 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.

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

Shares (Q2 2026): 123,970
Value: $69.8M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of META by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	123,970	$69.8M	1.0%	−11,705−8.6%	Reduced	Holders
Q1 2026	135,675	$77.6M	1.3%	−10,604−7.2%	Reduced	Holders
Q4 2025	146,279	$96.6M	1.6%	−44,309−23.2%	Reduced	Holders
Q3 2025	190,588	$140.0M	2.4%	−5,505−2.8%	Reduced	Holders
Q2 2025	196,093	$144.7M	2.6%	+3,753+2.0%	Added	Holders
Q1 2025	192,340	$110.9M	2.1%	+9,836+5.4%	Added	Holders
Q4 2024	182,504	$106.9M	2.0%	+73,144+66.9%	Added	Holders
Q3 2024	109,360	$62.6M	1.2%	+98,647+920.8%	Added	Holders
Q2 2024	10,713	$5.40M	0.1%	+31+0.3%	Added	Holders
Q1 2024	10,682	$5.19M	0.1%	−61−0.6%	Reduced	Holders
Q4 2023	10,743	$3.80M	0.1%	+2,215+26.0%	Added	Holders
Q3 2023	8,528	$2.56M	0.1%	−62,366−88.0%	Reduced	Holders
Q2 2023	70,894	$20.3M	0.6%	−1,532−2.1%	Reduced	Holders
Q1 2023	72,426	$15.3M	0.5%	−9,654−11.8%	Reduced	Holders
Q4 2022	82,080	$9.88M	0.3%	−31,919−28.0%	Reduced	Holders
Q3 2022	113,999	$15.5M	0.5%	−3,762−3.2%	Reduced	Holders
Q2 2022	117,761	$19.0M	0.6%	−1,615−1.4%	Reduced	Holders
Q1 2022	119,376	$26.5M	0.7%	−1,626−1.3%	Reduced	Holders
Q4 2021	121,002	$40.7M	1.1%	−1,624−1.3%	Reduced	Holders
Q3 2021	122,626	$41.6M	1.2%	−1,342−1.1%	Reduced	Holders
Q2 2021	123,968	$43.1M	1.2%	−2,038−1.6%	Reduced	Holders
Q1 2021	126,006	$37.1M	1.2%	–	–	Holders

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