Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SEIC holding history

SEI Investments Co 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.

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

Shares (Q2 2026): 197,095
Value: $17.3M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SEIC by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	197,095	$17.3M	0.3%	+882+0.4%	Added	Holders
Q1 2026	196,213	$15.4M	0.3%	+147,406+302.0%	Added	Holders
Q4 2025	48,807	$4.00M	0.1%	+100.0%	Added	Holders
Q3 2025	48,797	$4.14M	0.1%	−152,396−75.7%	Reduced	Holders
Q2 2025	201,193	$18.1M	0.3%	−6,780−3.3%	Reduced	Holders
Q1 2025	207,973	$16.1M	0.3%	−1,059−0.5%	Reduced	Holders
Q4 2024	209,032	$17.2M	0.3%	+99,639+91.1%	Added	Holders
Q3 2024	109,393	$7.57M	0.1%	+643+0.6%	Added	Holders
Q2 2024	108,750	$7.04M	0.1%	−140.0%	Reduced	Holders
Q1 2024	108,764	$7.82M	0.2%	+488+0.5%	Added	Holders
Q4 2023	108,276	$6.88M	0.2%	−116,141−51.8%	Reduced	Holders
Q3 2023	224,417	$13.5M	0.4%	+1,022+0.5%	Added	Holders
Q2 2023	223,395	$13.3M	0.4%	+420.0%	Added	Holders
Q1 2023	223,353	$12.9M	0.4%	00.0%	Unchanged	Holders
Q4 2022	223,353	$13.0M	0.4%	+153,353+219.1%	Added	Holders
Q3 2022	70,000	$3.43M	0.1%	−153,353−68.7%	Reduced	Holders
Q2 2022	223,353	$12.1M	0.4%	00.0%	Unchanged	Holders
Q1 2022	223,353	$13.4M	0.4%	00.0%	Unchanged	Holders
Q4 2021	223,353	$13.6M	0.4%	−27,641−11.0%	Reduced	Holders
Q3 2021	250,994	$14.9M	0.4%	−48,500−16.2%	Reduced	Holders
Q2 2021	299,494	$18.6M	0.5%	00.0%	Unchanged	Holders
Q1 2021	299,494	$18.2M	0.6%	–	–	Holders

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