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Disclosery

CRUX WEALTH ADVISORS: BKIE position timeline

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

CRUX WEALTH ADVISORS held 17,376 BKIE 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 17,376 shares
    Change vs previous 13F +302 shares

    0.61% of the 13F portfolio, value $1,748,061.

    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 17,074 shares
    Change vs previous 13F -1,091 shares

    0.61% of the 13F portfolio, value $1,595,237.

    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 18,165 shares
    Change vs previous 13F -1,122 shares

    0.63% of the 13F portfolio, value $1,681,388.

    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 19,287 shares
    Change vs previous 13F +4,137 shares

    0.68% of the 13F portfolio, value $1,727,143.

    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 15,150 shares
    Change vs previous 13F +8,573 shares

    0.56% of the 13F portfolio, value $1,305,435.

    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 6,577 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $508,833.

    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).