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Disclosery

Crewe Advisors LLC: SGOV position timeline

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

Crewe Advisors LLC held 5,072 SGOV 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 5,072 shares
    Change vs previous 13F -425 shares

    0.04% of the 13F portfolio, value $510,599.

    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 5,497 shares
    Change vs previous 13F +4,604 shares

    0.05% of the 13F portfolio, value $553,329.

    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 893 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $89,640.

    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 948 shares
    Change vs previous 13F +386 shares

    0.01% of the 13F portfolio, value $95,464.

    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 562 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $56,588.

    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).