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Smartleaf Asset Management LLC: BOX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on BOX, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 837 BOX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 837 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,239.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 837 shares
    Change vs previous 13F -2,107 shares

    <0.01% of the 13F portfolio, value $19,519.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 2,944 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $89,527.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 3,244 shares
    Change vs previous 13F +611 shares

    0.01% of the 13F portfolio, value $104,748.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 2,633 shares
    Change vs previous 13F +490 shares

    0.01% of the 13F portfolio, value $89,522.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 2,143 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $66,647.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 2,162 shares
    Change vs previous 13F +1,897 shares

    0.01% of the 13F portfolio, value $68,816.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,678.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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