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Disclosery

CRUX WEALTH ADVISORS: BKAG position timeline

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

CRUX WEALTH ADVISORS held 323,784 BKAG 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 323,784 shares
    Change vs previous 13F +979 shares

    4.71% of the 13F portfolio, value $13,582,750.

    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 322,805 shares
    Change vs previous 13F +6,981 shares

    5.23% of the 13F portfolio, value $13,622,361.

    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 315,824 shares
    Change vs previous 13F +10,386 shares

    4.98% of the 13F portfolio, value $13,385,577.

    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 305,438 shares
    Change vs previous 13F +21,383 shares

    5.16% of the 13F portfolio, value $13,011,659.

    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 284,055 shares
    Change vs previous 13F +155,147 shares

    5.1% of the 13F portfolio, value $11,981,442.

    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 128,908 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $5,430,875.

    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).