Encompass More Asset Management: BOXX position timeline

Encompass More Asset Management held 13,364 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,364 shares

   Change vs previous 13F -51,104 shares

   0.23% of the 13F portfolio, value $1,564,876.

   13F-HR 0001172661-26-002605 filed by Encompass More Asset Management
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 64,468 shares

   Change vs previous 13F +55,296 shares

   1.27% of the 13F portfolio, value $7,496,984.

   13F-HR 0001172661-26-001550 filed by Encompass More Asset Management
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,172 shares

   Change vs previous 13F +4,291 shares

   0.2% of the 13F portfolio, value $1,055,697.

   13F-HR 0001172661-26-000441 filed by Encompass More Asset Management
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,881 shares

   Change vs previous 13F +2,537 shares

   0.11% of the 13F portfolio, value $555,751.

   13F-HR 0001172661-25-004323 filed by Encompass More Asset Management
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,344 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $264,122.

   13F-HR 0001172661-25-002930 filed by Encompass More Asset Management
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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