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Disclosery

Perigon Wealth Management, LLC: BOXX position timeline

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

Perigon Wealth Management, LLC held 26,236 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,236 shares
    Change vs previous 13F +5,075 shares

    0.05% of the 13F portfolio, value $3,071,973.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 21,161 shares
    Change vs previous 13F +17,650 shares

    0.04% of the 13F portfolio, value $2,460,813.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 3,511 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $404,116.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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