Skip to content
Disclosery

CRUX WEALTH ADVISORS: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CRUX WEALTH ADVISORS on AGG, newest first. How the timeline and the estimate are built.

CRUX WEALTH ADVISORS held 8,330 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,330 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $824,508.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 8,333 shares
    Change vs previous 13F -518 shares

    0.32% of the 13F portfolio, value $827,265.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 8,851 shares
    Change vs previous 13F -6,040 shares

    0.33% of the 13F portfolio, value $884,016.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,891 shares
    Change vs previous 13F -2,026 shares

    0.59% of the 13F portfolio, value $1,492,856.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,917 shares
    Change vs previous 13F -11,004 shares

    0.71% of the 13F portfolio, value $1,678,124.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,921 shares
    Change vs previous 13F -3,556 shares

    1.44% of the 13F portfolio, value $2,761,970.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,477 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,050,136.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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