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Crewe Advisors LLC: VNQ position timeline

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

Crewe Advisors LLC held 58,758 VNQ 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 58,758 shares
    Change vs previous 13F +38 shares

    0.41% of the 13F portfolio, value $5,666,001.

    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 58,720 shares
    Change vs previous 13F -1,427 shares

    0.44% of the 13F portfolio, value $5,208,422.

    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 60,147 shares
    Change vs previous 13F +4,196 shares

    0.47% of the 13F portfolio, value $5,322,445.

    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 55,951 shares
    Change vs previous 13F -404 shares

    0.49% of the 13F portfolio, value $5,115,045.

    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 56,355 shares
    Change vs previous 13F -984 shares

    0.71% of the 13F portfolio, value $5,018,974.

    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 57,339 shares
    Change vs previous 13F +2,714 shares

    0.73% of the 13F portfolio, value $5,191,456.

    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 54,625 shares
    Change vs previous 13F +26 shares

    0.67% of the 13F portfolio, value $4,866,028.

    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 54,599 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,319,061.

    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).