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Disclosery

CRUX WEALTH ADVISORS: CB position timeline

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

CRUX WEALTH ADVISORS held 1,374 CB 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 1,374 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $468,038.

    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 1,372 shares
    Change vs previous 13F -22 shares

    0.17% of the 13F portfolio, value $447,064.

    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 1,394 shares
    Change vs previous 13F -140 shares

    0.16% of the 13F portfolio, value $435,115.

    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 1,534 shares
    Change vs previous 13F -176 shares

    0.17% of the 13F portfolio, value $433,080.

    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 1,710 shares
    Change vs previous 13F -2,019 shares

    0.21% of the 13F portfolio, value $495,513.

    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 3,729 shares
    Change vs previous 13F -1,260 shares

    0.59% of the 13F portfolio, value $1,126,106.

    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 4,989 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,378,502.

    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).