Crewe Advisors LLC
- SEC CIK
- 0001730033
- Latest filing
- Jul 23, 2026
CWD holding history
CaliberCos Inc. 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.
CWD overviewAll 13F holders of CWDFull Q2 2026 holdings
- Shares (Q2 2026)
- 121
- Value
- $80
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | $80 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 121 | $140 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 121 | $151 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 121 | $538 | <0.1% | −500−80.5% | Reduced | Holders |
| Q2 2025 | 621 | $2.19K | <0.1% | +621 | New | Holders |