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Quadrant Private Wealth Management, LLC: BOXX position timeline

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

Quadrant Private Wealth Management, LLC held 2,771 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,771 shares
    Change vs previous 13F +2,771 shares

    0.07% of the 13F portfolio, value $324,456.

    13F-HR 0001725547-26-000263 filed by Quadrant Private 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 0 shares
    Change vs previous 13F -2,616 shares

    13F-HR 0001725547-26-000168 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,616 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $301,102.

    13F-HR 0001725547-26-000052 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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