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Disclosery

CRUX WEALTH ADVISORS: FTCB position timeline

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

CRUX WEALTH ADVISORS held 81,357 FTCB 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 81,357 shares
    Change vs previous 13F +1,412 shares

    0.59% of the 13F portfolio, value $1,696,699.

    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 79,945 shares
    Change vs previous 13F +5,243 shares

    0.64% of the 13F portfolio, value $1,675,646.

    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 74,702 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,585,916.

    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).