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Pinion Investment Advisors, LLC: BOXX position timeline

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

Pinion Investment Advisors, LLC held 248,506 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,506 shares
    Change vs previous 13F +114,492 shares

    5.52% of the 13F portfolio, value $29,097,618.

    13F-HR 0001738738-26-000005 filed by Pinion Investment 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 134,014 shares
    Change vs previous 13F +6,257 shares

    3.64% of the 13F portfolio, value $15,584,538.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 127,757 shares
    Change vs previous 13F +27,508 shares

    3.59% of the 13F portfolio, value $14,704,880.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 100,249 shares
    Change vs previous 13F +16,648 shares

    3.13% of the 13F portfolio, value $11,442,470.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 83,601 shares
    Change vs previous 13F -65,975 shares

    3.25% of the 13F portfolio, value $9,420,210.

    13F-HR 0001738738-25-000004 filed by Pinion Investment 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 149,576 shares
    Change vs previous 13F +119,139 shares

    3.68% of the 13F portfolio, value $16,676,326.

    13F-HR 0001738738-25-000003 filed by Pinion Investment 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 30,437 shares
    Change vs previous 13F -24,523 shares

    1.34% of the 13F portfolio, value $3,356,588.

    13F-HR 0001738738-25-000001 filed by Pinion Investment 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 54,960 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $5,986,789.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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