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Disclosery

Norris Financial Group, LLC: BOXX position timeline

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

Norris Financial Group, LLC held 68,589 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,589 shares
    Change vs previous 13F +5,021 shares

    3.2% of the 13F portfolio, value $8,031,086.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 63,568 shares
    Change vs previous 13F +2,094 shares

    2.41% of the 13F portfolio, value $7,392,323.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 61,474 shares
    Change vs previous 13F +3,699 shares

    2.4% of the 13F portfolio, value $7,075,657.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 57,775 shares
    Change vs previous 13F +1,892 shares

    2.4% of the 13F portfolio, value $6,578,262.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 55,883 shares
    Change vs previous 13F +8,637 shares

    2.58% of the 13F portfolio, value $6,296,896.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 47,246 shares
    Change vs previous 13F +10,197 shares

    2.46% of the 13F portfolio, value $5,267,457.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 37,049 shares
    Change vs previous 13F +12,336 shares

    1.92% of the 13F portfolio, value $4,085,764.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 24,713 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,691,987.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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