Private Advisory Group LLC: BOXX position timeline

Private Advisory Group LLC held 5,497 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 5,497 shares

   Change vs previous 13F -62,428 shares

   0.04% of the 13F portfolio, value $643,644.

   13F-HR 0001632965-26-000005 filed by Private Advisory Group LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 67,925 shares

   Change vs previous 13F -39,225 shares

   0.55% of the 13F portfolio, value $7,898,998.

   13F-HR 0001632965-26-000003 filed by Private Advisory Group LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 107,150 shares

   Change vs previous 13F +104,908 shares

   0.97% of the 13F portfolio, value $12,332,965.

   13F-HR 0001632965-26-000002 filed by Private Advisory Group LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,242 shares

   Change vs previous 13F -30,142 shares

   0.02% of the 13F portfolio, value $255,274.

   13F-HR 0001632965-25-000009 filed by Private Advisory Group LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,384 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $3,649,029.

   13F-HR 0001632965-25-000008 filed by Private Advisory Group LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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