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Disclosery

Castellan Group: BOXX position timeline

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

Castellan Group held 174,989 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 174,989 shares
    Change vs previous 13F -2,492 shares

    2.25% of the 13F portfolio, value $20,489,462.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 177,481 shares
    Change vs previous 13F +81,405 shares

    2.86% of the 13F portfolio, value $20,639,265.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 96,076 shares
    Change vs previous 13F +87,576 shares

    1.4% of the 13F portfolio, value $11,058,348.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 8,500 shares
    Change vs previous 13F -35,900 shares

    0.14% of the 13F portfolio, value $967,810.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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/A 44,400 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,002,992.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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