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CRUX WEALTH ADVISORS: EAGG position timeline

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

CRUX WEALTH ADVISORS held 68,778 EAGG 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 68,778 shares
    Change vs previous 13F +1,692 shares

    1.13% of the 13F portfolio, value $3,260,771.

    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 67,086 shares
    Change vs previous 13F +575 shares

    1.23% of the 13F portfolio, value $3,189,942.

    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 66,511 shares
    Change vs previous 13F +148 shares

    1.18% of the 13F portfolio, value $3,182,563.

    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 66,363 shares
    Change vs previous 13F +3,032 shares

    1.26% of the 13F portfolio, value $3,187,435.

    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 63,331 shares
    Change vs previous 13F +35,359 shares

    1.28% of the 13F portfolio, value $3,010,761.

    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 27,972 shares
    Change vs previous 13F +4,128 shares

    0.69% of the 13F portfolio, value $1,328,095.

    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 23,844 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,107,310.

    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).