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Moisand Fitzgerald Tamayo, LLC: BOXX position timeline

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

Moisand Fitzgerald Tamayo, LLC held 62,964 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 62,964 shares
    Change vs previous 13F +9,794 shares

    0.75% of the 13F portfolio, value $7,454,308.

    13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,170 shares
    Change vs previous 13F +2,187 shares

    0.61% of the 13F portfolio, value $6,225,676.

    13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, 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 50,983 shares
    Change vs previous 13F +8,395 shares

    0.64% of the 13F portfolio, value $5,928,814.

    13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, 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 42,588 shares
    Change vs previous 13F +22,212 shares

    0.55% of the 13F portfolio, value $4,901,879.

    13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, 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 20,376 shares
    Change vs previous 13F +17,181 shares

    0.27% of the 13F portfolio, value $2,320,012.

    13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, 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 3,195 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $360,013.

    13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, 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 3,195 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $356,211.

    13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, 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 3,225 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $355,653.

    13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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