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Disclosery

Fiduciary Alliance LLC: BOXX position timeline

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

Fiduciary Alliance LLC held 5,410 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,410 shares
    Change vs previous 13F +2,496 shares

    0.05% of the 13F portfolio, value $640,490.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,914 shares
    Change vs previous 13F +1,156 shares

    0.02% of the 13F portfolio, value $341,200.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,758 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,508.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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