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Kesler, Norman & Wride, LLC: BOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kesler, Norman & Wride, LLC on BOX, newest first. How the timeline and the estimate are built.

Kesler, Norman & Wride, LLC held 39,896 BOX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,896 shares
    Change vs previous 13F +3,016 shares

    0.17% of the 13F portfolio, value $1,058,831.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 36,880 shares
    Change vs previous 13F +7,076 shares

    0.15% of the 13F portfolio, value $871,852.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 29,804 shares
    Change vs previous 13F +8,268 shares

    0.15% of the 13F portfolio, value $891,425.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 21,536 shares
    Change vs previous 13F -5,573 shares

    0.13% of the 13F portfolio, value $680,598.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, 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 27,109 shares
    Change vs previous 13F -151 shares

    0.16% of the 13F portfolio, value $926,548.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, 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 27,260 shares
    Change vs previous 13F +5,724 shares

    0.16% of the 13F portfolio, value $841,421.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, 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 21,536 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $680,598.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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