Skip to main content

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2022
Holdings of DFS by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−25−100.0%Sold outHolders
Q1 202525$4.27K<0.1%00.0%UnchangedHolders
Q4 202425$4.33K<0.1%00.0%UnchangedHolders
Q3 202425$3.51K<0.1%00.0%UnchangedHolders
Q2 202425$3.27K<0.1%00.0%UnchangedHolders
Q1 202425$3.28K<0.1%+25NewHolders
Q3 20230$00.0%−25−100.0%Sold outHolders
Q2 202325$2.92K<0.1%00.0%UnchangedHolders
Q1 202325$2.47K<0.1%−40−61.5%ReducedHolders
Q4 202265$6.36K<0.1%−239−78.6%ReducedHolders
Q3 2022304$28.0K<0.1%+79+35.1%AddedHolders
Q2 2022225$21.0K<0.1%+200+800.0%AddedHolders
Q1 202225$3.00K<0.1%+25NewHolders