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Journey Advisory Group, LLC: BOXX position timeline

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

Journey Advisory Group, LLC held 19,577 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,577 shares
    Change vs previous 13F +11,217 shares

    0.18% of the 13F portfolio, value $2,292,271.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 8,360 shares
    Change vs previous 13F -14,968 shares

    0.08% of the 13F portfolio, value $972,184.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 23,328 shares
    Change vs previous 13F -1,000 shares

    0.23% of the 13F portfolio, value $2,685,053.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, LLC
    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 24,328 shares
    Change vs previous 13F -29,770 shares

    0.21% of the 13F portfolio, value $2,769,987.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, LLC
    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 54,098 shares
    Change vs previous 13F -390 shares

    0.47% of the 13F portfolio, value $6,095,763.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, LLC
    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 54,488 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,074,868.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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