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Disclosery

RFG Advisory, LLC: BOXX position timeline

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

RFG Advisory, LLC held 9,949 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,949 shares
    Change vs previous 13F +1,647 shares

    0.02% of the 13F portfolio, value $1,164,928.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 8,302 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $965,440.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 8,600 shares
    Change vs previous 13F -693 shares

    0.02% of the 13F portfolio, value $989,860.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 9,293 shares
    Change vs previous 13F -666 shares

    0.02% of the 13F portfolio, value $1,058,146.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 9,959 shares
    Change vs previous 13F +552 shares

    0.03% of the 13F portfolio, value $1,122,225.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 9,407 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $1,048,830.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 9,463 shares
    Change vs previous 13F +2,562 shares

    0.03% of the 13F portfolio, value $1,043,623.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 6,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $751,769.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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