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Disclosery

Crewe Advisors LLC: IWD position timeline

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

Crewe Advisors LLC held 1,821 IWD 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 1,821 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $441,466.

    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 1,879 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $401,486.

    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 1,879 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $395,229.

    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 1,879 shares
    Change vs previous 13F +683 shares

    0.04% of the 13F portfolio, value $382,546.

    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 1,196 shares
    Change vs previous 13F -343 shares

    0.03% of the 13F portfolio, value $232,300.

    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 1,539 shares
    Change vs previous 13F +75 shares

    0.04% of the 13F portfolio, value $289,579.

    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 1,464 shares
    Change vs previous 13F +613 shares

    0.04% of the 13F portfolio, value $271,031.

    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 851 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $161,520.

    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).