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Crewe Advisors LLC: MUB position timeline

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

Crewe Advisors LLC held 256,075 MUB 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 256,075 shares
    Change vs previous 13F +20,822 shares

    2% of the 13F portfolio, value $27,558,792.

    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 235,253 shares
    Change vs previous 13F +19,531 shares

    2.13% of the 13F portfolio, value $24,972,106.

    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 215,722 shares
    Change vs previous 13F +6,438 shares

    2.05% of the 13F portfolio, value $23,105,984.

    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 209,284 shares
    Change vs previous 13F +495 shares

    2.13% of the 13F portfolio, value $22,286,654.

    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 208,789 shares
    Change vs previous 13F -29,032 shares

    3.09% of the 13F portfolio, value $21,814,275.

    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 237,821 shares
    Change vs previous 13F +91,344 shares

    3.52% of the 13F portfolio, value $25,075,847.

    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 146,477 shares
    Change vs previous 13F +5,957 shares

    2.15% of the 13F portfolio, value $15,607,125.

    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 140,520 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $15,264,688.

    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).