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Disclosery

CRUX WEALTH ADVISORS: XLK position timeline

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

CRUX WEALTH ADVISORS held 2,609 XLK 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 2,609 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $496,974.

    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 2,605 shares
    Change vs previous 13F -1,180 shares

    0.13% of the 13F portfolio, value $346,244.

    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 3,785 shares
    Change vs previous 13F +1,876 shares

    0.2% of the 13F portfolio, value $544,985.

    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 1,909 shares
    Change vs previous 13F +612 shares

    0.21% of the 13F portfolio, value $538,034.

    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 1,297 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $328,554.

    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 1,295 shares
    Change vs previous 13F -48 shares

    0.14% of the 13F portfolio, value $267,465.

    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 1,343 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $312,303.

    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).