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CRUX WEALTH ADVISORS: CGGR position timeline

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

CRUX WEALTH ADVISORS held 45,620 CGGR 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 45,620 shares
    Change vs previous 13F +433 shares

    0.75% of the 13F portfolio, value $2,153,287.

    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 45,187 shares
    Change vs previous 13F +2,532 shares

    0.7% of the 13F portfolio, value $1,816,052.

    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 42,655 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,896,855.

    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).