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Disclosery

Revolve Wealth Partners, LLC: BOXX position timeline

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

Revolve Wealth Partners, LLC held 26,053 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,053 shares
    Change vs previous 13F +1,169 shares

    0.32% of the 13F portfolio, value $3,050,546.

    13F-HR 0002085853-26-000673 filed by Revolve Wealth Partners, 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 24,884 shares
    Change vs previous 13F +22,864 shares

    0.38% of the 13F portfolio, value $2,893,760.

    13F-HR 0002085853-26-000357 filed by Revolve Wealth Partners, 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 2,020 shares
    Change vs previous 13F +2,020 shares

    0.03% of the 13F portfolio, value $232,502.

    13F-HR 0002085853-26-000053 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -11,090 shares

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, 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.

  5. period ended2025-03-31
    13F 11,090 shares
    Change vs previous 13F -47 shares

    0.18% of the 13F portfolio, value $1,236,427.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F/A 11,137 shares
    Change vs previous 13F -40 shares

    0.18% of the 13F portfolio, value $1,228,191.

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,177 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,217,513.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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