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Disclosery

Kathmere Capital Management, LLC: BOXX position timeline

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

Kathmere Capital Management, LLC held 100,341 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,341 shares
    Change vs previous 13F -90,780 shares

    0.62% of the 13F portfolio, value $11,748,928.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 191,121 shares
    Change vs previous 13F +6,581 shares

    1.38% of the 13F portfolio, value $22,225,461.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 184,540 shares
    Change vs previous 13F -52,246 shares

    1.43% of the 13F portfolio, value $21,240,554.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 236,786 shares
    Change vs previous 13F +176,316 shares

    1.92% of the 13F portfolio, value $26,960,454.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 60,470 shares
    Change vs previous 13F -4,728 shares

    0.52% of the 13F portfolio, value $6,813,760.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 65,198 shares
    Change vs previous 13F +1,132 shares

    0.62% of the 13F portfolio, value $7,268,925.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, LLC
    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 64,066 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,065,198.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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