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Disclosery

Crewe Advisors LLC: MDY position timeline

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

Crewe Advisors LLC held 50,124 MDY 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 50,124 shares
    Change vs previous 13F -1 shares

    2.55% of the 13F portfolio, value $35,254,107.

    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 50,125 shares
    Change vs previous 13F 0 shares

    2.64% of the 13F portfolio, value $30,915,364.

    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 50,125 shares
    Change vs previous 13F +6 shares

    2.68% of the 13F portfolio, value $30,239,285.

    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 50,119 shares
    Change vs previous 13F -316 shares

    2.85% of the 13F portfolio, value $29,872,623.

    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 50,435 shares
    Change vs previous 13F -518 shares

    4.04% of the 13F portfolio, value $28,570,644.

    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 50,953 shares
    Change vs previous 13F -11 shares

    3.82% of the 13F portfolio, value $27,182,499.

    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 50,964 shares
    Change vs previous 13F -427 shares

    4% of the 13F portfolio, value $29,027,956.

    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 51,391 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $29,275,160.

    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).