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Disclosery

CRUX WEALTH ADVISORS: ESGD position timeline

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

CRUX WEALTH ADVISORS held 33,490 ESGD 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 33,490 shares
    Change vs previous 13F +341 shares

    1.19% of the 13F portfolio, value $3,443,060.

    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 33,149 shares
    Change vs previous 13F -255 shares

    1.22% of the 13F portfolio, value $3,169,678.

    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 33,404 shares
    Change vs previous 13F -4,456 shares

    1.18% of the 13F portfolio, value $3,176,358.

    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 37,860 shares
    Change vs previous 13F +5,597 shares

    1.4% of the 13F portfolio, value $3,520,263.

    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 32,263 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,878,543.

    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).