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Disclosery

BWM Planning, LLC: BOXX position timeline

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

BWM Planning, LLC held 31,588 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,588 shares
    Change vs previous 13F +1,025 shares

    0.86% of the 13F portfolio, value $3,698,631.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 30,563 shares
    Change vs previous 13F +43 shares

    0.94% of the 13F portfolio, value $3,554,163.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 30,520 shares
    Change vs previous 13F +26 shares

    0.94% of the 13F portfolio, value $3,512,844.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 30,494 shares
    Change vs previous 13F -1,097 shares

    1.03% of the 13F portfolio, value $3,472,039.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 31,591 shares
    Change vs previous 13F -2,848 shares

    1.23% of the 13F portfolio, value $3,559,666.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 34,439 shares
    Change vs previous 13F +4,228 shares

    1.62% of the 13F portfolio, value $3,839,596.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    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 30,211 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $3,331,661.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,211 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,290,877.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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