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Disclosery

Pearl Planning LLC: BOXX position timeline

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

Pearl Planning LLC held 36,578 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,578 shares
    Change vs previous 13F -2,635 shares

    1.8% of the 13F portfolio, value $4,330,469.

    13F-HR 0002100519-26-000006 filed by Pearl Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,213 shares
    Change vs previous 13F -10,793 shares

    2.11% of the 13F portfolio, value $4,591,450.

    13F-HR 0002100519-26-000004 filed by Pearl Planning 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 50,006 shares
    Change vs previous 13F +843 shares

    3.11% of the 13F portfolio, value $5,815,198.

    13F-HR 0002100519-26-000003 filed by Pearl Planning 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 49,163 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $5,658,661.

    13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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