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Opus Capital Group, LLC: BOXX position timeline

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

Opus Capital Group, LLC held 305,968 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,968 shares
    Change vs previous 13F +21,702 shares

    3.47% of the 13F portfolio, value $35,826,000.

    13F-HR 0001330325-26-000005 filed by Opus Capital 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 284,266 shares
    Change vs previous 13F +18,645 shares

    3.56% of the 13F portfolio, value $33,057,000.

    13F-HR 0001330325-26-000004 filed by Opus Capital 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 265,621 shares
    Change vs previous 13F +66,460 shares

    3.31% of the 13F portfolio, value $30,573,000.

    13F-HR 0001330325-26-000003 filed by Opus Capital 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 199,161 shares
    Change vs previous 13F +15,967 shares

    2.55% of the 13F portfolio, value $22,677,000.

    13F-HR 0001330325-25-000007 filed by Opus Capital 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 183,194 shares
    Change vs previous 13F +20,492 shares

    2.47% of the 13F portfolio, value $20,642,000.

    13F-HR 0001330325-25-000005 filed by Opus Capital 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 162,702 shares
    Change vs previous 13F +17,321 shares

    2.33% of the 13F portfolio, value $18,140,000.

    13F-HR 0001330325-25-000004 filed by Opus Capital 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 145,381 shares
    Change vs previous 13F +41,428 shares

    2.04% of the 13F portfolio, value $16,033,000.

    13F-HR 0001330325-25-000002 filed by Opus Capital 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 103,953 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $11,324,000.

    13F-HR 0001330325-24-000005 filed by Opus Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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