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Disclosery

CRUX WEALTH ADVISORS: USMV position timeline

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

CRUX WEALTH ADVISORS held 2,660 USMV 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 2,660 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $256,557.

    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 2,651 shares
    Change vs previous 13F -92 shares

    0.09% of the 13F portfolio, value $245,894.

    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 2,743 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $258,312.

    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 2,732 shares
    Change vs previous 13F -36 shares

    0.1% of the 13F portfolio, value $259,919.

    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 2,768 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $259,809.

    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 2,735 shares
    Change vs previous 13F -112 shares

    0.13% of the 13F portfolio, value $256,125.

    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 2,847 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $252,754.

    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).