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Ferguson Shapiro LLC: BOXX position timeline

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

Ferguson Shapiro LLC held 75,267 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,267 shares
    Change vs previous 13F -8,846 shares

    2.61% of the 13F portfolio, value $8,813,018.

    13F-HR 0001062993-26-003579 filed by Ferguson Shapiro 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 84,113 shares
    Change vs previous 13F -4,324 shares

    2.98% of the 13F portfolio, value $9,781,531.

    13F-HR 0001062993-26-002119 filed by Ferguson Shapiro 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 88,437 shares
    Change vs previous 13F -12,639 shares

    3.13% of the 13F portfolio, value $10,179,150.

    13F-HR 0001062993-26-000428 filed by Ferguson Shapiro 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 101,076 shares
    Change vs previous 13F +17,279 shares

    3.73% of the 13F portfolio, value $11,508,528.

    13F-HR 0001062993-25-016586 filed by Ferguson Shapiro 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 83,797 shares
    Change vs previous 13F -1,906 shares

    3.18% of the 13F portfolio, value $9,442,213.

    13F-HR 0001062993-25-013436 filed by Ferguson Shapiro 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 85,703 shares
    Change vs previous 13F -51,378 shares

    3.56% of the 13F portfolio, value $9,555,072.

    13F-HR 0001062993-25-007820 filed by Ferguson Shapiro 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 137,081 shares
    Change vs previous 13F -68,890 shares

    5.6% of the 13F portfolio, value $15,117,254.

    13F-HR 0001062993-25-001010 filed by Ferguson Shapiro 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 205,971 shares
    Change vs previous 13F not available

    8.37% of the 13F portfolio, value $22,436,443.

    13F-HR 0001062993-24-017504 filed by Ferguson Shapiro LLC
    Filed (acceptance time not in the bulk data set), ingested

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