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Disclosery

CRUX WEALTH ADVISORS: WFC position timeline

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

CRUX WEALTH ADVISORS held 17,971 WFC 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 17,971 shares
    Change vs previous 13F -733 shares

    0.51% of the 13F portfolio, value $1,485,088.

    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 18,704 shares
    Change vs previous 13F -5,416 shares

    0.57% of the 13F portfolio, value $1,489,010.

    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 24,120 shares
    Change vs previous 13F +30 shares

    0.84% of the 13F portfolio, value $2,248,025.

    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 24,090 shares
    Change vs previous 13F +1,399 shares

    0.8% of the 13F portfolio, value $2,019,194.

    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 22,691 shares
    Change vs previous 13F +6,737 shares

    0.77% of the 13F portfolio, value $1,817,996.

    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 15,954 shares
    Change vs previous 13F +6,069 shares

    0.6% of the 13F portfolio, value $1,145,340.

    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 9,885 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $694,350.

    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).