Position in HLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,535
-$18,943 QoQ
Shares Held
86
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 514 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $3,009,918 across 16 Capital Markets names. HLI ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
10,232 | $890,593 | |
| 2 | MS |
Morgan Stanley
|
2,565 | $536,187 | |
| 3 | GS |
Goldman Sachs Group Inc
|
464 | $469,275 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
7,546 | $377,149 | |
| 5 | IREN |
IREN Ltd
|
6,350 | $290,385 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,371 | $126,502 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,000 | $125,260 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,384 | $65,273 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,535 | 86 | Shares | Sole | 2026-07-24 | |
| 2024-06-30 | $30,478 | 226 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,947 | 62 | Shares | Sole | 2024-05-14 | |
| 2021-06-30 | $3,189 | 39 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,779 | 132 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $8,874 | 132 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $7,794 | 132 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||