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Smart Money Group LLC: BOXX position timeline

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

Smart Money Group LLC held 11,160 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,160 shares
    Change vs previous 13F -36 shares

    0.34% of the 13F portfolio, value $1,306,724.

    13F-HR 0001728866-26-000005 filed by Smart Money Group 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 11,196 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,301,983.

    13F-HR 0001728866-26-000004 filed by Smart Money Group 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 11,196 shares
    Change vs previous 13F -33 shares

    0.38% of the 13F portfolio, value $1,288,660.

    13F-HR 0001728866-26-000001 filed by Smart Money Group 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 11,229 shares
    Change vs previous 13F -389 shares

    0.38% of the 13F portfolio, value $1,278,534.

    13F-HR 0001728866-25-000004 filed by Smart Money Group 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 11,618 shares
    Change vs previous 13F +1,776 shares

    0.41% of the 13F portfolio, value $1,309,116.

    13F-HR 0001765380-25-000302 filed by Smart Money Group 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/A 9,842 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,097,285.

    13F-HR/A 0001765380-25-000217 filed by Smart Money Group 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 9,842 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,085,376.

    13F-HR 0001728866-25-000001 filed by Smart Money Group 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 9,842 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,076,715.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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