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Disclosery

CRUX WEALTH ADVISORS: BKSE position timeline

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

CRUX WEALTH ADVISORS held 5,332 BKSE 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 5,332 shares
    Change vs previous 13F -138 shares

    0.25% of the 13F portfolio, value $716,869.

    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 5,470 shares
    Change vs previous 13F -329 shares

    0.24% of the 13F portfolio, value $623,093.

    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 5,799 shares
    Change vs previous 13F -83 shares

    0.24% of the 13F portfolio, value $652,414.

    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 5,882 shares
    Change vs previous 13F +684 shares

    0.26% of the 13F portfolio, value $648,029.

    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 5,198 shares
    Change vs previous 13F +719 shares

    0.22% of the 13F portfolio, value $519,306.

    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 4,479 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $417,844.

    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).