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Disclosery

SFI Advisors, LLC: BOXX position timeline

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

SFI Advisors, LLC held 29,078 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 29,078 shares
    Change vs previous 13F +10,668 shares

    2.94% of the 13F portfolio, value $3,404,743.

    13F-HR 0001172661-26-002831 filed by SFI Advisors, 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 18,410 shares
    Change vs previous 13F +5,650 shares

    2.25% of the 13F portfolio, value $2,140,899.

    13F-HR 0001172661-26-001600 filed by SFI Advisors, 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 12,760 shares
    Change vs previous 13F -17 shares

    0.94% of the 13F portfolio, value $1,468,676.

    13F-HR 0001172661-26-000605 filed by SFI Advisors, 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 12,777 shares
    Change vs previous 13F +8,954 shares

    0.93% of the 13F portfolio, value $1,454,789.

    13F-HR 0001172661-25-004481 filed by SFI Advisors, 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 3,823 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $430,776.

    13F-HR 0001172661-25-003026 filed by SFI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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