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Disclosery

CRUX WEALTH ADVISORS: TOTL position timeline

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

CRUX WEALTH ADVISORS held 13,075 TOTL 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 13,075 shares
    Change vs previous 13F +23 shares

    0.18% of the 13F portfolio, value $516,065.

    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 13,052 shares
    Change vs previous 13F +104 shares

    0.2% of the 13F portfolio, value $518,553.

    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 12,948 shares
    Change vs previous 13F -333 shares

    0.19% of the 13F portfolio, value $521,148.

    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 13,281 shares
    Change vs previous 13F -1,707 shares

    0.21% of the 13F portfolio, value $538,826.

    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 14,988 shares
    Change vs previous 13F -10,618 shares

    0.26% of the 13F portfolio, value $601,163.

    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 25,606 shares
    Change vs previous 13F -133 shares

    0.54% of the 13F portfolio, value $1,031,668.

    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 25,739 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,013,877.

    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).