Hershey Financial Advisers, LLC: BOXX position timeline

Hershey Financial Advisers, LLC held 22,597 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,597 shares

   Change vs previous 13F -275 shares

   1.9% of the 13F portfolio, value $2,645,883.

   13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, LLC
   Filed 2026-08-11 (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 22,872 shares

   Change vs previous 13F -15,078 shares

   2.3% of the 13F portfolio, value $2,659,785.

   13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, LLC
   Filed 2026-05-06 (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 37,950 shares

   Change vs previous 13F -1,267 shares

   3.69% of the 13F portfolio, value $4,368,045.

   13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
   Filed 2026-02-18 (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 39,217 shares

   Change vs previous 13F +442 shares

   3.83% of the 13F portfolio, value $4,465,247.

   13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, LLC
   Filed 2025-11-17 (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 38,775 shares

   Change vs previous 13F not available

   3.91% of the 13F portfolio, value $4,369,167.

   13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
   Filed 2025-08-18 (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).