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Compass Ion Advisors, LLC: BOXX position timeline

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

Compass Ion Advisors, LLC held 186,055 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,055 shares
    Change vs previous 13F -24,572 shares

    1.88% of the 13F portfolio, value $21,785,210.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, 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 210,627 shares
    Change vs previous 13F +4,005 shares

    2.33% of the 13F portfolio, value $24,493,764.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, 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 206,622 shares
    Change vs previous 13F -932 shares

    2.27% of the 13F portfolio, value $23,782,212.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, 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 207,554 shares
    Change vs previous 13F -17,016 shares

    2.28% of the 13F portfolio, value $23,632,146.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, 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 224,570 shares
    Change vs previous 13F -27,994 shares

    2.74% of the 13F portfolio, value $25,304,595.

    13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, 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 252,564 shares
    Change vs previous 13F -16,395 shares

    3.32% of the 13F portfolio, value $28,158,327.

    13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, 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 268,959 shares
    Change vs previous 13F -2,747 shares

    3.52% of the 13F portfolio, value $29,660,766.

    13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, 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 271,706 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $29,596,964.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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