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Disclosery

CRUX WEALTH ADVISORS: BKDV position timeline

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

CRUX WEALTH ADVISORS held 338,200 BKDV 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 338,200 shares
    Change vs previous 13F -4,366 shares

    3.93% of the 13F portfolio, value $11,326,318.

    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 342,566 shares
    Change vs previous 13F +6,036 shares

    3.9% of the 13F portfolio, value $10,160,508.

    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 336,530 shares
    Change vs previous 13F +16,656 shares

    3.63% of the 13F portfolio, value $9,766,101.

    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 319,874 shares
    Change vs previous 13F -45,860 shares

    3.52% of the 13F portfolio, value $8,892,497.

    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 365,734 shares
    Change vs previous 13F +250,240 shares

    4.14% of the 13F portfolio, value $9,732,182.

    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 115,494 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,920,843.

    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).