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Disclosery

CRUX WEALTH ADVISORS: VO position timeline

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

CRUX WEALTH ADVISORS held 21,262 VO 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 21,262 shares
    Change vs previous 13F +15,814 shares

    0.59% of the 13F portfolio, value $1,713,119.

    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 5,448 shares
    Change vs previous 13F -396 shares

    0.6% of the 13F portfolio, value $1,564,559.

    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 5,844 shares
    Change vs previous 13F -453 shares

    0.63% of the 13F portfolio, value $1,696,118.

    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 6,297 shares
    Change vs previous 13F -168 shares

    0.73% of the 13F portfolio, value $1,849,628.

    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 6,465 shares
    Change vs previous 13F -2,395 shares

    0.77% of the 13F portfolio, value $1,809,119.

    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 8,860 shares
    Change vs previous 13F -229 shares

    1.19% of the 13F portfolio, value $2,291,334.

    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 9,089 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,400,745.

    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).