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Disclosery

Plan Group Financial, LLC: BOXX position timeline

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

Plan Group Financial, LLC held 33,549 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,549 shares
    Change vs previous 13F +15,868 shares

    0.81% of the 13F portfolio, value $3,928,252.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 17,681 shares
    Change vs previous 13F +9,331 shares

    0.48% of the 13F portfolio, value $2,056,123.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 8,350 shares
    Change vs previous 13F +6,189 shares

    0.25% of the 13F portfolio, value $961,085.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 2,161 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $246,051.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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