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Disclosery

Dynamic Financial Group: BOXX position timeline

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

Dynamic Financial Group held 21,507 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,507 shares
    Change vs previous 13F +2,510 shares

    1.9% of the 13F portfolio, value $2,518,200.

    13F-HR 0001172661-26-002829 filed by Dynamic Financial 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 18,997 shares
    Change vs previous 13F +6,564 shares

    1.81% of the 13F portfolio, value $2,209,112.

    13F-HR 0001172661-26-001704 filed by Dynamic Financial 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 12,433 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,431,035.

    13F-HR 0001172661-26-000302 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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