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Disclosery

LGL PARTNERS, LLC: BOXX position timeline

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

LGL PARTNERS, LLC held 0 BOXX shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,000 shares

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-09-30
    13F 9,000 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,024,740.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 9,000 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,018,170.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 9,000 shares
    Change vs previous 13F -375,687 shares

    0.48% of the 13F portfolio, value $1,003,410.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 384,687 shares
    Change vs previous 13F -253,909 shares

    6.16% of the 13F portfolio, value $42,423,282.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 638,596 shares
    Change vs previous 13F not available

    9.77% of the 13F portfolio, value $69,562,262.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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