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Disclosery

CRUX WEALTH ADVISORS: ICE position timeline

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

CRUX WEALTH ADVISORS held 11,783 ICE 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 11,783 shares
    Change vs previous 13F +6,585 shares

    0.5% of the 13F portfolio, value $1,450,651.

    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 5,198 shares
    Change vs previous 13F +3,898 shares

    0.31% of the 13F portfolio, value $817,533.

    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 1,300 shares
    Change vs previous 13F -153 shares

    0.08% of the 13F portfolio, value $210,560.

    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 1,453 shares
    Change vs previous 13F -133 shares

    0.1% of the 13F portfolio, value $244,743.

    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 1,586 shares
    Change vs previous 13F -1,306 shares

    0.12% of the 13F portfolio, value $290,934.

    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 2,892 shares
    Change vs previous 13F -1,606 shares

    0.26% of the 13F portfolio, value $498,901.

    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 4,498 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $670,296.

    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).