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CRUX WEALTH ADVISORS: NULG position timeline

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

CRUX WEALTH ADVISORS held 36,108 NULG 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 36,108 shares
    Change vs previous 13F +411 shares

    1.46% of the 13F portfolio, value $4,226,857.

    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 35,697 shares
    Change vs previous 13F +112 shares

    1.25% of the 13F portfolio, value $3,246,295.

    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 35,585 shares
    Change vs previous 13F +779 shares

    1.29% of the 13F portfolio, value $3,480,223.

    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 34,806 shares
    Change vs previous 13F +356 shares

    1.37% of the 13F portfolio, value $3,461,457.

    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 34,450 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,236,578.

    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).