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Disclosery

Flatrock Wealth Partners LLC: BOXX position timeline

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

Flatrock Wealth Partners LLC held 69,359 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,359 shares
    Change vs previous 13F +5,640 shares

    3.19% of the 13F portfolio, value $8,121,249.

    13F-HR 0001951757-26-001263 filed by Flatrock Wealth Partners 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 63,719 shares
    Change vs previous 13F +2,207 shares

    3.33% of the 13F portfolio, value $7,409,858.

    13F-HR 0001951757-26-000752 filed by Flatrock Wealth Partners 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/A 61,512 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $7,079,993.

    13F-HR/A 0001951757-26-000907 filed by Flatrock Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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