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Disclosery

Crewe Advisors LLC: IWF position timeline

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

Crewe Advisors LLC held 24,743 IWF 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 24,743 shares
    Change vs previous 13F +18,070 shares

    0.22% of the 13F portfolio, value $3,072,339.

    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 6,673 shares
    Change vs previous 13F -150 shares

    0.24% of the 13F portfolio, value $2,845,368.

    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 6,823 shares
    Change vs previous 13F -165 shares

    0.29% of the 13F portfolio, value $3,229,326.

    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 6,988 shares
    Change vs previous 13F +429 shares

    0.31% of the 13F portfolio, value $3,273,250.

    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 6,559 shares
    Change vs previous 13F -294 shares

    0.39% of the 13F portfolio, value $2,784,821.

    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 6,853 shares
    Change vs previous 13F -242 shares

    0.35% of the 13F portfolio, value $2,474,550.

    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 7,095 shares
    Change vs previous 13F -300 shares

    0.39% of the 13F portfolio, value $2,849,211.

    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 7,395 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,775,936.

    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).