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Disclosery

CRUX WEALTH ADVISORS: FDL position timeline

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

CRUX WEALTH ADVISORS held 16,702 FDL 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 16,702 shares
    Change vs previous 13F +9,591 shares

    0.28% of the 13F portfolio, value $812,743.

    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 7,111 shares
    Change vs previous 13F +1,216 shares

    0.14% of the 13F portfolio, value $361,226.

    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 5,895 shares
    Change vs previous 13F -1,929 shares

    0.1% of the 13F portfolio, value $261,380.

    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 7,824 shares
    Change vs previous 13F +978 shares

    0.13% of the 13F portfolio, value $339,653.

    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 6,846 shares
    Change vs previous 13F +74 shares

    0.12% of the 13F portfolio, value $286,660.

    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 6,772 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $294,185.

    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).