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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

CCB holding history

Coastal Financial Corp in every 13F filed by Crewe Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCB overviewAll 13F holders of CCBFull Q2 2026 holdings

Shares (Q2 2026)
27
Value
$2.09K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of CCB by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627$2.09K<0.1%+27NewHolders