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Disclosery

CRUX WEALTH ADVISORS: VIG position timeline

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

CRUX WEALTH ADVISORS held 6,799 VIG 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 6,799 shares
    Change vs previous 13F +31 shares

    0.56% of the 13F portfolio, value $1,608,810.

    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 6,768 shares
    Change vs previous 13F +26 shares

    0.56% of the 13F portfolio, value $1,455,624.

    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 6,742 shares
    Change vs previous 13F +54 shares

    0.55% of the 13F portfolio, value $1,481,750.

    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 6,688 shares
    Change vs previous 13F +112 shares

    0.57% of the 13F portfolio, value $1,443,251.

    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 6,576 shares
    Change vs previous 13F +37 shares

    0.57% of the 13F portfolio, value $1,345,987.

    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 6,539 shares
    Change vs previous 13F +31 shares

    0.66% of the 13F portfolio, value $1,268,574.

    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 6,508 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,274,462.

    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).