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Innova Wealth Partners: BOXX position timeline

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

Innova Wealth Partners held 90,876 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 90,876 shares
    Change vs previous 13F +9,708 shares

    4.41% of the 13F portfolio, value $10,640,718.

    13F-HR 0001888831-26-000003 filed by Innova Wealth Partners
    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 81,168 shares
    Change vs previous 13F +12,633 shares

    4.49% of the 13F portfolio, value $9,439,074.

    13F-HR 0001888831-26-000002 filed by Innova Wealth Partners
    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 68,535 shares
    Change vs previous 13F -1,785 shares

    3.98% of the 13F portfolio, value $7,888,425.

    13F-HR 0001888831-26-000001 filed by Innova Wealth Partners
    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 70,320 shares
    Change vs previous 13F +3,051 shares

    4.33% of the 13F portfolio, value $8,006,681.

    13F-HR 0001888831-25-000007 filed by Innova Wealth Partners
    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 67,269 shares
    Change vs previous 13F +4,305 shares

    4.46% of the 13F portfolio, value $7,579,916.

    13F-HR 0001888831-25-000004 filed by Innova Wealth Partners
    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 62,964 shares
    Change vs previous 13F +6,665 shares

    4.35% of the 13F portfolio, value $7,019,901.

    13F-HR 0001888831-25-000003 filed by Innova Wealth Partners
    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 56,299 shares
    Change vs previous 13F +56,299 shares

    3.91% of the 13F portfolio, value $6,208,622.

    13F-HR 0001888831-25-000002 filed by Innova Wealth Partners
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001606507-24-000009 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.