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LifeGoal Investments, LLC: BOXX position timeline

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

LifeGoal Investments, LLC held 35,759 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,759 shares
    Change vs previous 13F -18,353 shares

    1.29% of the 13F portfolio, value $4,233,521.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,112 shares
    Change vs previous 13F +6,923 shares

    2.9% of the 13F portfolio, value $6,335,974.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,189 shares
    Change vs previous 13F +25,638 shares

    3.14% of the 13F portfolio, value $5,483,834.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,551 shares
    Change vs previous 13F +18,086 shares

    1.67% of the 13F portfolio, value $2,508,489.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,465 shares
    Change vs previous 13F -249 shares

    0.33% of the 13F portfolio, value $394,525.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,714 shares
    Change vs previous 13F -962 shares

    0.4% of the 13F portfolio, value $418,456.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,676 shares
    Change vs previous 13F +342 shares

    0.56% of the 13F portfolio, value $521,290.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,334 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $477,916.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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