MVPA β€” ADVISOR MANAGED PORTFOLIOS

Ownership history in Crewe Advisors LLC  Β·  7 quarters on record

AI Ownership Summary

Crewe Advisors LLC reported ADVISOR MANAGED PORTFOLIOS (MVPA) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows MVPA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MVPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crewe Advisors LLC's position in ADVISOR MANAGED PORTFOLIOS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MVPA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crewe Advisors LLC held MVPA β€” position size vs. price
% of Fund (quarterly)    MVPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 254 +2 +0.8% 0.00% $8K 2026-02-14 (Est.) $32.54
2025 Q3 UNCHANGED 252 β€” 0% 0.00% $9K 2025-11-13 $31.86
2025 Q2 UNCHANGED 252 β€” 0% 0.00% $9K 2025-07-30 $33.50
2025 Q1 UNCHANGED 252 β€” 0% 0.00% $8K 2025-04-23 $30.02
2024 Q4 ADDED 252 +2 +0.8% 0.00% $9K 2025-01-27 $35.90
2024 Q3 ADDED 250 +100 +66.7% 0.00% $8K 2024-11-12 $35.34
2024 Q2 INITIATED 150 β€” β€” 0.00% $5K 2024-07-29 $31.95

FAQ About Crewe Advisors LLC and MVPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crewe Advisors LLC reported owning MVPA?

Crewe Advisors LLC reported MVPA across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MVPA position in Crewe Advisors LLC's portfolio?

The largest reported portfolio weight for MVPA was 0.00% in 2025 Q2.

What is the latest reported MVPA position on this page?

The most recent filing on this page is 2025 Q4, when Crewe Advisors LLC reported 254 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this MVPA ownership page compare?

The chart compares Crewe Advisors LLC's quarterly MVPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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