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Disclosery

CRUX WEALTH ADVISORS: PM position timeline

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

CRUX WEALTH ADVISORS held 15,470 PM 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 15,470 shares
    Change vs previous 13F -1,086 shares

    0.97% of the 13F portfolio, value $2,798,713.

    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 16,556 shares
    Change vs previous 13F +112 shares

    1.05% of the 13F portfolio, value $2,737,409.

    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 16,444 shares
    Change vs previous 13F +271 shares

    0.98% of the 13F portfolio, value $2,637,566.

    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 16,173 shares
    Change vs previous 13F +1,584 shares

    1.04% of the 13F portfolio, value $2,623,243.

    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 14,589 shares
    Change vs previous 13F +3,990 shares

    1.13% of the 13F portfolio, value $2,657,065.

    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 10,599 shares
    Change vs previous 13F +4,283 shares

    0.88% of the 13F portfolio, value $1,682,329.

    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 6,316 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $760,075.

    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).