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CRUX WEALTH ADVISORS: FNX position timeline

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

CRUX WEALTH ADVISORS held 2,268 FNX 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 2,268 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $331,846.

    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 2,317 shares
    Change vs previous 13F -310 shares

    0.11% of the 13F portfolio, value $297,091.

    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 2,627 shares
    Change vs previous 13F -4,995 shares

    0.12% of the 13F portfolio, value $330,964.

    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 7,622 shares
    Change vs previous 13F -374 shares

    0.38% of the 13F portfolio, value $955,853.

    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 7,996 shares
    Change vs previous 13F -11,259 shares

    0.39% of the 13F portfolio, value $918,350.

    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 19,255 shares
    Change vs previous 13F -7,799 shares

    1.09% of the 13F portfolio, value $2,098,444.

    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 27,054 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,130,641.

    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).