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Disclosery

CRUX WEALTH ADVISORS: VOO position timeline

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

CRUX WEALTH ADVISORS held 7,408 VOO 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 7,408 shares
    Change vs previous 13F -96 shares

    1.76% of the 13F portfolio, value $5,087,614.

    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 7,504 shares
    Change vs previous 13F -108 shares

    1.72% of the 13F portfolio, value $4,483,804.

    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 7,612 shares
    Change vs previous 13F +12 shares

    1.78% of the 13F portfolio, value $4,773,514.

    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 7,600 shares
    Change vs previous 13F +40 shares

    1.84% of the 13F portfolio, value $4,653,820.

    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 7,560 shares
    Change vs previous 13F +114 shares

    1.83% of the 13F portfolio, value $4,294,032.

    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 7,446 shares
    Change vs previous 13F +316 shares

    1.99% of the 13F portfolio, value $3,826,553.

    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 7,130 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,841,853.

    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).