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Disclosery

CRUX WEALTH ADVISORS: BDX position timeline

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

CRUX WEALTH ADVISORS held 8,558 BDX 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 8,558 shares
    Change vs previous 13F +1,609 shares

    0.45% of the 13F portfolio, value $1,295,086.

    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 6,949 shares
    Change vs previous 13F +652 shares

    0.42% of the 13F portfolio, value $1,092,613.

    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 6,297 shares
    Change vs previous 13F +49 shares

    0.45% of the 13F portfolio, value $1,222,154.

    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 6,248 shares
    Change vs previous 13F +1,173 shares

    0.46% of the 13F portfolio, value $1,169,394.

    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 5,075 shares
    Change vs previous 13F +2,458 shares

    0.37% of the 13F portfolio, value $874,176.

    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 2,617 shares
    Change vs previous 13F +1,391 shares

    0.31% of the 13F portfolio, value $599,455.

    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 1,226 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $278,064.

    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).