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Disclosery

Commonwealth Financial Services, LLC: BOXX position timeline

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

Commonwealth Financial Services, LLC held 66,708 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 66,708 shares
    Change vs previous 13F +29,719 shares

    1.05% of the 13F portfolio, value $7,810,793.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, 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 36,989 shares
    Change vs previous 13F -1,197 shares

    0.68% of the 13F portfolio, value $4,301,451.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial Services, 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 38,186 shares
    Change vs previous 13F -7,552 shares

    0.72% of the 13F portfolio, value $4,395,209.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial Services, 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 45,738 shares
    Change vs previous 13F +17,762 shares

    0.89% of the 13F portfolio, value $5,207,729.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial Services, 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 27,976 shares
    Change vs previous 13F -4,753 shares

    0.61% of the 13F portfolio, value $3,152,336.

    13F-HR 0001536755-25-000010 filed by Commonwealth Financial Services, 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 32,729 shares
    Change vs previous 13F -8,410 shares

    0.75% of the 13F portfolio, value $3,648,956.

    13F-HR 0001536755-25-000007 filed by Commonwealth Financial Services, 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 41,139 shares
    Change vs previous 13F +927 shares

    0.89% of the 13F portfolio, value $4,536,809.

    13F-HR 0001536755-25-000003 filed by Commonwealth Financial Services, 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 40,212 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,380,695.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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