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Disclosery

CRUX WEALTH ADVISORS: MA position timeline

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

CRUX WEALTH ADVISORS held 2,203 MA 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 2,203 shares
    Change vs previous 13F -111 shares

    0.39% of the 13F portfolio, value $1,131,532.

    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 2,314 shares
    Change vs previous 13F -148 shares

    0.44% of the 13F portfolio, value $1,155,973.

    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 2,462 shares
    Change vs previous 13F -70 shares

    0.52% of the 13F portfolio, value $1,405,694.

    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 2,532 shares
    Change vs previous 13F +179 shares

    0.57% of the 13F portfolio, value $1,440,432.

    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 2,353 shares
    Change vs previous 13F +420 shares

    0.56% of the 13F portfolio, value $1,322,447.

    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 1,933 shares
    Change vs previous 13F +284 shares

    0.55% of the 13F portfolio, value $1,059,465.

    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 1,649 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $868,176.

    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).