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Disclosery

CRUX WEALTH ADVISORS: PFEB position timeline

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

CRUX WEALTH ADVISORS held 6,971 PFEB 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 6,971 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $300,171.

    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 7,091 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $284,349.

    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).