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Crewe Advisors LLC: IWM position timeline

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

Crewe Advisors LLC held 69,179 IWM 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 69,179 shares
    Change vs previous 13F -1,901 shares

    1.51% of the 13F portfolio, value $20,784,854.

    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 71,080 shares
    Change vs previous 13F -384 shares

    1.5% of the 13F portfolio, value $17,627,859.

    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 71,464 shares
    Change vs previous 13F -1,028 shares

    1.56% of the 13F portfolio, value $17,591,596.

    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 72,492 shares
    Change vs previous 13F -642 shares

    1.67% of the 13F portfolio, value $17,540,197.

    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 73,134 shares
    Change vs previous 13F -6,383 shares

    2.23% of the 13F portfolio, value $15,781,684.

    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 79,517 shares
    Change vs previous 13F -453 shares

    2.23% of the 13F portfolio, value $15,862,852.

    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 79,970 shares
    Change vs previous 13F -969 shares

    2.44% of the 13F portfolio, value $17,670,174.

    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 80,939 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $17,878,613.

    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).