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Disclosery

Crewe Advisors LLC: IJR position timeline

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

Crewe Advisors LLC held 180,397 IJR 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 180,397 shares
    Change vs previous 13F +6,549 shares

    1.94% of the 13F portfolio, value $26,754,717.

    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 173,848 shares
    Change vs previous 13F +25,952 shares

    1.84% of the 13F portfolio, value $21,610,991.

    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 147,896 shares
    Change vs previous 13F +5,956 shares

    1.57% of the 13F portfolio, value $17,774,166.

    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 141,940 shares
    Change vs previous 13F +5,244 shares

    1.61% of the 13F portfolio, value $16,866,749.

    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 136,696 shares
    Change vs previous 13F +22,294 shares

    2.11% of the 13F portfolio, value $14,939,496.

    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 114,402 shares
    Change vs previous 13F +11,212 shares

    1.68% of the 13F portfolio, value $11,962,982.

    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 103,190 shares
    Change vs previous 13F +20,526 shares

    1.64% of the 13F portfolio, value $11,889,604.

    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 82,664 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $9,668,370.

    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).