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Disclosery

CRUX WEALTH ADVISORS: MUB position timeline

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

CRUX WEALTH ADVISORS held 10,016 MUB 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 10,016 shares
    Change vs previous 13F +288 shares

    0.37% of the 13F portfolio, value $1,077,891.

    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 9,728 shares
    Change vs previous 13F +3,250 shares

    0.4% of the 13F portfolio, value $1,032,670.

    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 6,478 shares
    Change vs previous 13F +412 shares

    0.26% of the 13F portfolio, value $693,822.

    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 6,066 shares
    Change vs previous 13F +509 shares

    0.26% of the 13F portfolio, value $646,005.

    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 5,557 shares
    Change vs previous 13F +1,301 shares

    0.25% of the 13F portfolio, value $580,612.

    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 4,256 shares
    Change vs previous 13F +1,936 shares

    0.23% of the 13F portfolio, value $448,766.

    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 2,320 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $247,211.

    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).