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Disclosery

CRUX WEALTH ADVISORS: SPYX position timeline

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

CRUX WEALTH ADVISORS held 85,856 SPYX 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 85,856 shares
    Change vs previous 13F +342 shares

    1.82% of the 13F portfolio, value $5,245,810.

    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 85,514 shares
    Change vs previous 13F -183 shares

    1.74% of the 13F portfolio, value $4,534,801.

    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 85,697 shares
    Change vs previous 13F -1,022 shares

    1.79% of the 13F portfolio, value $4,815,322.

    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 86,719 shares
    Change vs previous 13F +1,611 shares

    1.89% of the 13F portfolio, value $4,756,542.

    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 85,108 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $4,334,530.

    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).