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Disclosery

CRUX WEALTH ADVISORS: VIGI position timeline

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

CRUX WEALTH ADVISORS held 6,244 VIGI 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 6,244 shares
    Change vs previous 13F -290 shares

    0.2% of the 13F portfolio, value $583,056.

    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 6,534 shares
    Change vs previous 13F -616 shares

    0.22% of the 13F portfolio, value $578,030.

    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 7,150 shares
    Change vs previous 13F -6,730 shares

    0.24% of the 13F portfolio, value $653,898.

    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 13,880 shares
    Change vs previous 13F +1,456 shares

    0.49% of the 13F portfolio, value $1,243,237.

    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 12,424 shares
    Change vs previous 13F -2,569 shares

    0.48% of the 13F portfolio, value $1,119,645.

    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 14,993 shares
    Change vs previous 13F -1,041 shares

    0.65% of the 13F portfolio, value $1,243,479.

    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 16,034 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,282,571.

    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).