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Disclosery

CRUX WEALTH ADVISORS: V position timeline

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

CRUX WEALTH ADVISORS held 7,198 V 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 7,198 shares
    Change vs previous 13F +2 shares

    0.86% of the 13F portfolio, value $2,469,468.

    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 7,196 shares
    Change vs previous 13F +68 shares

    0.84% of the 13F portfolio, value $2,174,802.

    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 7,128 shares
    Change vs previous 13F -135 shares

    0.93% of the 13F portfolio, value $2,499,704.

    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 7,263 shares
    Change vs previous 13F +412 shares

    0.98% of the 13F portfolio, value $2,479,514.

    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 6,851 shares
    Change vs previous 13F +563 shares

    1.04% of the 13F portfolio, value $2,432,361.

    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 6,288 shares
    Change vs previous 13F -35 shares

    1.15% of the 13F portfolio, value $2,203,790.

    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 6,323 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,998,282.

    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).