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Disclosery

CRUX WEALTH ADVISORS: EZM position timeline

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

CRUX WEALTH ADVISORS held 21,066 EZM 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 21,066 shares
    Change vs previous 13F -819 shares

    0.55% of the 13F portfolio, value $1,596,449.

    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 21,885 shares
    Change vs previous 13F -2,592 shares

    0.57% of the 13F portfolio, value $1,471,108.

    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 24,477 shares
    Change vs previous 13F -6,080 shares

    0.61% of the 13F portfolio, value $1,635,093.

    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 30,557 shares
    Change vs previous 13F -144 shares

    0.8% of the 13F portfolio, value $2,013,999.

    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 30,701 shares
    Change vs previous 13F -10,869 shares

    0.81% of the 13F portfolio, value $1,896,379.

    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 41,570 shares
    Change vs previous 13F -517 shares

    1.29% of the 13F portfolio, value $2,477,552.

    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 42,087 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,630,850.

    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).