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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

IEX holding history

Idex 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.

IEX overviewAll 13F holders of IEXFull Q2 2026 holdings

Shares (Q2 2026)
30
Value
$6.81K
% of portfolio
<0.1%
Quarters held
14
Since Q2 2022
Holdings of IEX by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$6.81K<0.1%00.0%UnchangedHolders
Q1 202630$5.69K<0.1%00.0%UnchangedHolders
Q4 202530$5.34K<0.1%00.0%UnchangedHolders
Q3 202530$4.88K<0.1%+28+1,400.0%AddedHolders
Q2 20252$352<0.1%00.0%UnchangedHolders
Q1 20252$362<0.1%00.0%UnchangedHolders
Q4 20242$419<0.1%−16−88.9%ReducedHolders
Q3 202418$3.86K<0.1%00.0%UnchangedHolders
Q2 202418$3.62K<0.1%00.0%UnchangedHolders
Q1 202418$4.39K<0.1%+18NewHolders
Q3 20230$00.0%−2−100.0%Sold outHolders
Q2 20232$431<0.1%+2NewHolders
Q1 20230$00.0%−19−100.0%Sold outHolders
Q4 202219$4.34K<0.1%−24−55.8%ReducedHolders
Q3 202243$9.00K<0.1%00.0%UnchangedHolders
Q2 202243$8.00K<0.1%+43NewHolders