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Disclosery

CRUX WEALTH ADVISORS: RODM position timeline

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

CRUX WEALTH ADVISORS held 39,663 RODM 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 39,663 shares
    Change vs previous 13F +145 shares

    0.56% of the 13F portfolio, value $1,602,768.

    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 39,518 shares
    Change vs previous 13F -3,177 shares

    0.6% of the 13F portfolio, value $1,557,794.

    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 42,695 shares
    Change vs previous 13F -15,073 shares

    0.59% of the 13F portfolio, value $1,578,643.

    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 57,768 shares
    Change vs previous 13F -1,506 shares

    0.81% of the 13F portfolio, value $2,052,199.

    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 59,274 shares
    Change vs previous 13F -28,551 shares

    0.86% of the 13F portfolio, value $2,021,251.

    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 87,825 shares
    Change vs previous 13F -8,789 shares

    1.42% of the 13F portfolio, value $2,721,704.

    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 96,614 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,745,772.

    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).