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Crewe Advisors LLC: IJH position timeline

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

Crewe Advisors LLC held 1,043,164 IJH 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 1,043,164 shares
    Change vs previous 13F +29,630 shares

    5.83% of the 13F portfolio, value $80,438,378.

    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 1,013,534 shares
    Change vs previous 13F +82,824 shares

    5.84% of the 13F portfolio, value $68,443,976.

    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 930,710 shares
    Change vs previous 13F +29,161 shares

    5.44% of the 13F portfolio, value $61,426,876.

    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 901,549 shares
    Change vs previous 13F +23,614 shares

    5.61% of the 13F portfolio, value $58,835,073.

    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 877,935 shares
    Change vs previous 13F +27,616 shares

    7.7% of the 13F portfolio, value $54,449,512.

    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 850,319 shares
    Change vs previous 13F +35,924 shares

    6.97% of the 13F portfolio, value $49,616,133.

    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 814,395 shares
    Change vs previous 13F +59,121 shares

    7% of the 13F portfolio, value $50,744,983.

    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 755,274 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $47,068,666.

    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).