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Disclosery

CRUX WEALTH ADVISORS: SPYG position timeline

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

CRUX WEALTH ADVISORS held 113,321 SPYG 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 113,321 shares
    Change vs previous 13F +4,691 shares

    4.67% of the 13F portfolio, value $13,484,122.

    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 108,630 shares
    Change vs previous 13F +4,571 shares

    4.09% of the 13F portfolio, value $10,635,974.

    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 104,059 shares
    Change vs previous 13F +12,118 shares

    4.13% of the 13F portfolio, value $11,103,096.

    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 91,941 shares
    Change vs previous 13F -508 shares

    3.81% of the 13F portfolio, value $9,608,771.

    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 92,449 shares
    Change vs previous 13F +50,745 shares

    3.75% of the 13F portfolio, value $8,812,285.

    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 41,704 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,351,739.

    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).