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Disclosery

CRUX WEALTH ADVISORS: FVD position timeline

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

CRUX WEALTH ADVISORS held 29,962 FVD 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 29,962 shares
    Change vs previous 13F -557 shares

    0.5% of the 13F portfolio, value $1,443,554.

    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 30,519 shares
    Change vs previous 13F -1,834 shares

    0.55% of the 13F portfolio, value $1,435,306.

    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 32,353 shares
    Change vs previous 13F -13,206 shares

    0.55% of the 13F portfolio, value $1,490,811.

    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 45,559 shares
    Change vs previous 13F -896 shares

    0.83% of the 13F portfolio, value $2,106,637.

    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 46,455 shares
    Change vs previous 13F -19,130 shares

    0.88% of the 13F portfolio, value $2,076,529.

    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 65,585 shares
    Change vs previous 13F -665 shares

    1.52% of the 13F portfolio, value $2,924,419.

    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 66,250 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,891,160.

    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).