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Disclosery

Accurate Wealth Management, LLC: BOXX position timeline

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

Accurate Wealth Management, LLC held 53,675 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,675 shares
    Change vs previous 13F +33,580 shares

    0.6% of the 13F portfolio, value $6,301,445.

    13F-HR 0001754960-26-000528 filed by Accurate 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 20,095 shares
    Change vs previous 13F +18,280 shares

    0.28% of the 13F portfolio, value $2,337,249.

    13F-HR 0001754960-26-000311 filed by Accurate 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 1,815 shares
    Change vs previous 13F -4,415 shares

    0.03% of the 13F portfolio, value $209,197.

    13F-HR 0001754960-26-000054 filed by Accurate 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 6,230 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $710,095.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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