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Crewe Advisors LLC: PEP position timeline

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

Crewe Advisors LLC held 1,858 PEP 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 1,858 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $251,574.

    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 1,815 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $281,852.

    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 1,919 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $275,415.

    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 1,871 shares
    Change vs previous 13F -220 shares

    0.03% of the 13F portfolio, value $262,764.

    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 2,091 shares
    Change vs previous 13F -318 shares

    0.04% of the 13F portfolio, value $276,096.

    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 2,409 shares
    Change vs previous 13F -52 shares

    0.05% of the 13F portfolio, value $361,206.

    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 2,461 shares
    Change vs previous 13F -534 shares

    0.05% of the 13F portfolio, value $374,220.

    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 2,995 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $509,300.

    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).