Skip to content
Disclosery

CRUX WEALTH ADVISORS: FLQL position timeline

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

CRUX WEALTH ADVISORS held 15,148 FLQL 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 15,148 shares
    Change vs previous 13F -456 shares

    0.41% of the 13F portfolio, value $1,185,787.

    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 15,604 shares
    Change vs previous 13F -240 shares

    0.41% of the 13F portfolio, value $1,055,456.

    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 15,844 shares
    Change vs previous 13F -5,382 shares

    0.41% of the 13F portfolio, value $1,098,440.

    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 21,226 shares
    Change vs previous 13F -2,328 shares

    0.58% of the 13F portfolio, value $1,452,475.

    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 23,554 shares
    Change vs previous 13F -27,929 shares

    0.63% of the 13F portfolio, value $1,487,683.

    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 51,483 shares
    Change vs previous 13F +1,803 shares

    1.51% of the 13F portfolio, value $2,905,718.

    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 49,680 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,913,238.

    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).