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Crewe Advisors LLC: ESGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crewe Advisors LLC on ESGV, newest first. How the timeline and the estimate are built.

Crewe Advisors LLC held 364,656 ESGV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 364,656 shares
    Change vs previous 13F +79 shares

    3.49% of the 13F portfolio, value $48,222,175.

    13F-HR 0001730033-26-000003 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 364,577 shares
    Change vs previous 13F +42,169 shares

    3.49% of the 13F portfolio, value $40,931,115.

    13F-HR 0001730033-26-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 322,408 shares
    Change vs previous 13F -21 shares

    3.45% of the 13F portfolio, value $38,998,532.

    13F-HR 0001730033-26-000001 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 322,429 shares
    Change vs previous 13F -551 shares

    3.64% of the 13F portfolio, value $38,188,549.

    13F-HR 0001730033-25-000006 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 322,980 shares
    Change vs previous 13F +1,073 shares

    5.01% of the 13F portfolio, value $35,411,582.

    13F-HR 0001730033-25-000004 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 321,907 shares
    Change vs previous 13F +10,397 shares

    4.43% of the 13F portfolio, value $31,530,791.

    13F-HR 0001730033-25-000002 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 311,510 shares
    Change vs previous 13F +444 shares

    4.51% of the 13F portfolio, value $32,674,284.

    13F-HR 0001730033-25-000001 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 311,066 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $31,619,859.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).