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Disclosery

ENZI WEALTH: BOXX position timeline

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

ENZI WEALTH held 49,447 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 49,447 shares
    Change vs previous 13F +6,957 shares

    1.84% of the 13F portfolio, value $5,806,067.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 42,490 shares
    Change vs previous 13F +7,587 shares

    1.72% of the 13F portfolio, value $4,941,162.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 34,903 shares
    Change vs previous 13F +3,775 shares

    1.42% of the 13F portfolio, value $4,024,316.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 31,128 shares
    Change vs previous 13F +13,580 shares

    1.25% of the 13F portfolio, value $3,549,526.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 17,548 shares
    Change vs previous 13F +144 shares

    0.73% of the 13F portfolio, value $1,979,414.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 17,404 shares
    Change vs previous 13F -2,918 shares

    0.79% of the 13F portfolio, value $1,945,941.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 20,322 shares
    Change vs previous 13F +5,596 shares

    0.86% of the 13F portfolio, value $2,247,613.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 14,726 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,606,901.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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