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Disclosery

Crewe Advisors LLC: IVW position timeline

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

Crewe Advisors LLC held 13,225 IVW 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 13,225 shares
    Change vs previous 13F +196 shares

    0.13% of the 13F portfolio, value $1,818,835.

    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 13,029 shares
    Change vs previous 13F +2,120 shares

    0.13% of the 13F portfolio, value $1,473,711.

    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 10,909 shares
    Change vs previous 13F +5,630 shares

    0.12% of the 13F portfolio, value $1,344,644.

    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 5,279 shares
    Change vs previous 13F -135 shares

    0.06% of the 13F portfolio, value $637,281.

    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 5,414 shares
    Change vs previous 13F +2,003 shares

    0.08% of the 13F portfolio, value $596,082.

    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 3,411 shares
    Change vs previous 13F -600 shares

    0.04% of the 13F portfolio, value $316,644.

    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 4,011 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $407,237.

    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 3,931 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $376,394.

    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).