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Disclosery

Able Wealth Management LLC: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Able Wealth Management LLC on BOXX, newest first. How the timeline and the estimate are built.

Able Wealth Management LLC held 71,163 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,163 shares
    Change vs previous 13F -6,505 shares

    1.91% of the 13F portfolio, value $8,332,529.

    13F-HR 0002085853-26-000903 filed by Able Wealth Management LLC
    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 77,668 shares
    Change vs previous 13F +34,158 shares

    2.41% of the 13F portfolio, value $9,032,062.

    13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
    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 43,510 shares
    Change vs previous 13F +21,695 shares

    1.58% of the 13F portfolio, value $5,008,038.

    13F-HR 0002085853-26-000105 filed by Able Wealth Management LLC
    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 21,815 shares
    Change vs previous 13F +6,107 shares

    0.93% of the 13F portfolio, value $2,483,860.

    13F-HR 0002085853-25-000084 filed by Able Wealth Management LLC
    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 15,708 shares
    Change vs previous 13F +7,799 shares

    0.89% of the 13F portfolio, value $1,770,030.

    13F-HR 0001667731-25-001052 filed by Able Wealth Management LLC
    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 7,909 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $881,808.

    13F-HR 0001667731-25-000545 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).