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Disclosery

CRUX WEALTH ADVISORS: IVW position timeline

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

CRUX WEALTH ADVISORS held 3,404 IVW 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 3,404 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $468,115.

    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 3,478 shares
    Change vs previous 13F -3,464 shares

    0.15% of the 13F portfolio, value $393,350.

    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 6,942 shares
    Change vs previous 13F +2,056 shares

    0.32% of the 13F portfolio, value $855,642.

    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 4,886 shares
    Change vs previous 13F -310 shares

    0.23% of the 13F portfolio, value $589,879.

    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 5,196 shares
    Change vs previous 13F -7,116 shares

    0.24% of the 13F portfolio, value $572,132.

    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 12,312 shares
    Change vs previous 13F -700 shares

    0.59% of the 13F portfolio, value $1,142,896.

    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 13,012 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,321,128.

    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).