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Crewe Advisors LLC: IBM position timeline

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

Crewe Advisors LLC held 4,811 IBM 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 4,811 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $1,352,902.

    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 4,682 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $1,134,870.

    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 4,666 shares
    Change vs previous 13F -473 shares

    0.12% of the 13F portfolio, value $1,382,116.

    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 5,139 shares
    Change vs previous 13F +35 shares

    0.14% of the 13F portfolio, value $1,450,021.

    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 5,104 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,504,558.

    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 5,104 shares
    Change vs previous 13F +516 shares

    0.18% of the 13F portfolio, value $1,269,161.

    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 4,588 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $1,008,587.

    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 4,686 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,035,985.

    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).