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Disclosery

CRUX WEALTH ADVISORS: VCEB position timeline

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

CRUX WEALTH ADVISORS held 6,843 VCEB 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 6,843 shares
    Change vs previous 13F +637 shares

    0.15% of the 13F portfolio, value $429,491.

    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 6,206 shares
    Change vs previous 13F +46 shares

    0.15% of the 13F portfolio, value $389,932.

    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 6,160 shares
    Change vs previous 13F +317 shares

    0.15% of the 13F portfolio, value $391,965.

    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 5,843 shares
    Change vs previous 13F +183 shares

    0.15% of the 13F portfolio, value $375,102.

    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 5,660 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $358,838.

    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).