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Crusonia Wealth Advisors LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crusonia Wealth Advisors LLC on IBDR, newest first. How the timeline and the estimate are built.

Crusonia Wealth Advisors LLC held 10,682 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,682 shares
    Change vs previous 13F +1,651 shares

    0.04% of the 13F portfolio, value $258,815.

    13F-HR 0001172661-26-002951 filed by Crusonia Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,031 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $218,907.

    13F-HR 0001172661-26-001703 filed by Crusonia Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,970 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $217,341.

    13F-HR 0001172661-26-001301 filed by Crusonia Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).