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Disclosery

CRUX WEALTH ADVISORS: ESGE position timeline

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

CRUX WEALTH ADVISORS held 59,144 ESGE 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 59,144 shares
    Change vs previous 13F -1,567 shares

    1.12% of the 13F portfolio, value $3,234,595.

    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 60,711 shares
    Change vs previous 13F -479 shares

    1.06% of the 13F portfolio, value $2,760,525.

    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 61,190 shares
    Change vs previous 13F +870 shares

    1.01% of the 13F portfolio, value $2,702,758.

    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 60,320 shares
    Change vs previous 13F +1,048 shares

    1.04% of the 13F portfolio, value $2,619,090.

    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 59,272 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,321,680.

    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).