Skip to content
Disclosery

Seed Wealth Management, Inc.: BOXX position timeline

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

Seed Wealth Management, Inc. held 59,735 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,735 shares
    Change vs previous 13F +12,130 shares

    4.43% of the 13F portfolio, value $6,994,371.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, Inc.
    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 47,605 shares
    Change vs previous 13F +11,049 shares

    3.81% of the 13F portfolio, value $5,535,985.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, Inc.
    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 36,556 shares
    Change vs previous 13F +2,511 shares

    2.9% of the 13F portfolio, value $4,207,596.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
    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 34,045 shares
    Change vs previous 13F -60 shares

    2.68% of the 13F portfolio, value $3,876,364.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
    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 34,105 shares
    Change vs previous 13F +3,260 shares

    2.86% of the 13F portfolio, value $3,842,951.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
    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 30,845 shares
    Change vs previous 13F +2,365 shares

    2.8% of the 13F portfolio, value $3,438,909.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
    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 28,480 shares
    Change vs previous 13F +809 shares

    2.54% of the 13F portfolio, value $3,140,774.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    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 27,671 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,014,202.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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