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Disclosery

James T. Borello RIA: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James T. Borello RIA on BOXX, newest first. How the timeline and the estimate are built.

James T. Borello RIA held 9,944 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,944 shares
    Change vs previous 13F -1,598 shares

    0.24% of the 13F portfolio, value $1,177,260.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,542 shares
    Change vs previous 13F -340 shares

    0.29% of the 13F portfolio, value $1,351,453.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 11,882 shares
    Change vs previous 13F -6,475 shares

    0.35% of the 13F portfolio, value $1,381,758.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 18,357 shares
    Change vs previous 13F -6,722 shares

    0.54% of the 13F portfolio, value $2,112,891.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 25,079 shares
    Change vs previous 13F -13,421 shares

    0.77% of the 13F portfolio, value $2,855,495.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 38,500 shares
    Change vs previous 13F -11,520 shares

    1.26% of the 13F portfolio, value $4,338,180.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested

  7. period ended2025-03-31
    13F 50,020 shares
    Change vs previous 13F +4,389 shares

    1.79% of the 13F portfolio, value $5,576,730.

    13F-HR 0002157919-26-000010 filed by James T. Borello RIA
    Accepted , ingested

  8. period ended2024-12-31
    13F 45,631 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $5,032,187.

    13F-HR 0002157919-26-000009 filed by James T. Borello RIA
    Accepted , ingested