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Disclosery

CRUX WEALTH ADVISORS: FIXD position timeline

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

CRUX WEALTH ADVISORS held 0 FIXD shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -15,629 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 15,629 shares
    Change vs previous 13F -1,517 shares

    0.28% of the 13F portfolio, value $694,229.

    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).

  3. period ended2025-06-30
    13F 17,146 shares
    Change vs previous 13F -34,151 shares

    0.32% of the 13F portfolio, value $752,517.

    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).

  4. period ended2025-03-31
    13F 51,297 shares
    Change vs previous 13F -37,129 shares

    1.17% of the 13F portfolio, value $2,248,876.

    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).

  5. period ended2024-12-31
    13F 88,426 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,799,671.

    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).