Position in ROL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$29,108
-$3,602 QoQ
Shares Held
545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Crewe Advisors LLC holds $1,367 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
18 | $1,367 |
All Filings in ROL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,108 | 545 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $32,710 | 545 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $32,013 | 545 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $9,053 | 179 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,733 | 179 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,282 | 179 | Shares | Sole | 2024-05-14 | |
| 2022-09-30 | $901 | 26 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||