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Disclosery

Crewe Advisors LLC: VSGX position timeline

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

Crewe Advisors LLC held 132,891 VSGX 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 132,891 shares
    Change vs previous 13F -5 shares

    0.79% of the 13F portfolio, value $10,942,277.

    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 132,896 shares
    Change vs previous 13F -7,327 shares

    0.81% of the 13F portfolio, value $9,532,656.

    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 140,223 shares
    Change vs previous 13F -7,310 shares

    0.89% of the 13F portfolio, value $10,042,756.

    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 147,533 shares
    Change vs previous 13F -901 shares

    0.98% of the 13F portfolio, value $10,234,346.

    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 148,434 shares
    Change vs previous 13F -835 shares

    1.38% of the 13F portfolio, value $9,722,429.

    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 149,269 shares
    Change vs previous 13F +8,410 shares

    1.24% of the 13F portfolio, value $8,803,886.

    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 140,859 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $7,986,706.

    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 140,859 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $8,664,238.

    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).