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Disclosery

Innovative Advisory Group, LLC: BOXX position timeline

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

Innovative Advisory Group, LLC held 7,154 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 7,154 shares
    Change vs previous 13F +5,410 shares

    0.62% of the 13F portfolio, value $846,962.

    13F-HR 0001754960-26-000842 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,744 shares
    Change vs previous 13F +1,744 shares

    0.16% of the 13F portfolio, value $204,205.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -202,414 shares

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

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

  4. period ended2025-12-31
    13F 202,414 shares
    Change vs previous 13F -32,538 shares

    15.28% of the 13F portfolio, value $23,297,851.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-09-30
    13F 234,952 shares
    Change vs previous 13F +230,607 shares

    17.56% of the 13F portfolio, value $26,751,635.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-06-30
    13F 4,345 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $489,595.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2025-03-31
    13F 4,345 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $484,424.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested