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Mutual Advisors, LLC: BOXX position timeline

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

Mutual Advisors, LLC held 100,790 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,790 shares
    Change vs previous 13F +14,825 shares

    0.22% of the 13F portfolio, value $11,801,493.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 85,965 shares
    Change vs previous 13F +748 shares

    0.21% of the 13F portfolio, value $9,996,861.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 85,217 shares
    Change vs previous 13F -4,598 shares

    0.21% of the 13F portfolio, value $9,808,499.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 89,815 shares
    Change vs previous 13F +26,954 shares

    0.23% of the 13F portfolio, value $10,249,710.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 62,861 shares
    Change vs previous 13F +10,595 shares

    0.18% of the 13F portfolio, value $7,102,077.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 52,266 shares
    Change vs previous 13F +10,244 shares

    0.17% of the 13F portfolio, value $5,847,038.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 42,022 shares
    Change vs previous 13F +12,973 shares

    0.13% of the 13F portfolio, value $4,644,312.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,049 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,174,805.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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