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Disclosery

StrongBox Wealth, LLC: BX position timeline

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

StrongBox Wealth, LLC held 27,400 BX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,400 shares
    Change vs previous 13F +1,392 shares

    0.92% of the 13F portfolio, value $3,224,254.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 26,008 shares
    Change vs previous 13F +3,710 shares

    0.96% of the 13F portfolio, value $2,990,752.

    13F-HR 0001172661-26-001636 filed by StrongBox Wealth, 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 22,298 shares
    Change vs previous 13F +970 shares

    1.13% of the 13F portfolio, value $3,436,945.

    13F-HR 0001172661-26-000233 filed by StrongBox Wealth, 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 21,328 shares
    Change vs previous 13F -119 shares

    1.23% of the 13F portfolio, value $3,644,023.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 21,447 shares
    Change vs previous 13F +1,410 shares

    1.22% of the 13F portfolio, value $3,208,083.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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 20,037 shares
    Change vs previous 13F +1,959 shares

    1.17% of the 13F portfolio, value $2,800,772.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, 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 18,078 shares
    Change vs previous 13F +484 shares

    1.32% of the 13F portfolio, value $3,117,009.

    13F-HR 0001172661-25-000188 filed by StrongBox Wealth, 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 17,594 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,694,169.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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