Skip to content
Disclosery

Straight Path Wealth Management: BOXX position timeline

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

Straight Path Wealth Management held 7,574 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 7,574 shares
    Change vs previous 13F -46 shares

    0.21% of the 13F portfolio, value $886,840.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    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 7,620 shares
    Change vs previous 13F -894 shares

    0.24% of the 13F portfolio, value $886,130.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    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 8,514 shares
    Change vs previous 13F +2,130 shares

    0.26% of the 13F portfolio, value $979,961.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    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 6,384 shares
    Change vs previous 13F +2,915 shares

    0.2% of the 13F portfolio, value $726,882.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    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 3,469 shares
    Change vs previous 13F -979 shares

    0.13% of the 13F portfolio, value $390,887.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    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 4,448 shares
    Change vs previous 13F +436 shares

    0.2% of the 13F portfolio, value $495,908.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    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 4,012 shares
    Change vs previous 13F +1,200 shares

    0.18% of the 13F portfolio, value $442,443.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    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 2,812 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $306,311.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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