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Disclosery

CRUX WEALTH ADVISORS: FTLS position timeline

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

CRUX WEALTH ADVISORS held 10,825 FTLS 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 10,825 shares
    Change vs previous 13F +165 shares

    0.28% of the 13F portfolio, value $798,891.

    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 10,660 shares
    Change vs previous 13F +289 shares

    0.29% of the 13F portfolio, value $750,038.

    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 10,371 shares
    Change vs previous 13F +1,228 shares

    0.27% of the 13F portfolio, value $736,268.

    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 9,143 shares
    Change vs previous 13F -125 shares

    0.25% of the 13F portfolio, value $639,569.

    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 9,268 shares
    Change vs previous 13F +1,894 shares

    0.26% of the 13F portfolio, value $614,307.

    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 7,374 shares
    Change vs previous 13F +1,125 shares

    0.25% of the 13F portfolio, value $472,494.

    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 6,249 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $411,257.

    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).