Current Market Value 706,850,770
Current Holdings 747
Most Recent File Date 2025-07-30
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Crewe Advisors LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 747 706,851
2025-04-23 2025-03-31 13F-HR 716 711,561
2025-01-27 2024-12-31 13F-HR 646 725,231
2024-11-12 2024-09-30 13F-HR 713 862,161
2024-07-29 2024-06-30 13F-HR 936 892,429
2024-05-14 2024-03-31 13F-HR 927 858,143
2024-02-09 2023-12-31 13F-HR 413 632,062
2023-11-09 2023-09-30 13F-HR 580 578,250
2023-07-28 2023-06-30 13F-HR 868 712,360
2023-05-12 2023-03-31 13F-HR 811 685,526
2023-02-08 2022-12-31 13F-HR 1017 630,323
2022-11-14 2022-09-30 13F-HR 1289 553,339
2022-08-02 2022-06-30 13F-HR 1165 452,821
2022-04-27 2022-03-31 13F-HR 503 512,490
2022-02-10 2021-12-31 13F-HR 415 491,827
2021-10-29 2021-09-30 13F-HR 408 423,193
2021-08-11 2021-06-30 13F-HR 473 403,085
2021-04-21 2021-03-31 13F-HR 474 403,164
2021-01-27 2020-12-31 13F-HR 457 249,833
2020-10-13 2020-09-30 13F-HR 640 213,210
2020-07-24 2020-06-30 13F-HR 231 204,706
2020-05-07 2020-03-31 13F-HR 193 167,595
2020-02-05 2019-12-31 13F-HR 262 228,464
2019-11-05 2019-09-30 13F-HR 225 217,522
2019-08-09 2019-06-30 13F-HR 310 307,593
2019-05-10 2019-03-31 13F-HR 249 317,732
2019-02-05 2018-12-31 13F-HR 228 315,601
2018-11-13 2018-09-30 13F-HR 234 118,172
2018-08-07 2018-06-30 13F-HR 261 107,718
2018-05-07 2018-03-31 13F-HR 279 101,976
2018-02-09 2017-12-31 13F-HR 279 102,124