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Disclosery

Crewe Advisors LLC: V position timeline

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

Crewe Advisors LLC held 17,862 V 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 17,862 shares
    Change vs previous 13F +618 shares

    0.44% of the 13F portfolio, value $6,128,274.

    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 17,244 shares
    Change vs previous 13F +101 shares

    0.44% of the 13F portfolio, value $5,211,827.

    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 17,143 shares
    Change vs previous 13F +89 shares

    0.53% of the 13F portfolio, value $6,012,222.

    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 17,054 shares
    Change vs previous 13F +17,054 shares

    0.56% of the 13F portfolio, value $5,821,895.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.