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Teamwork Financial Advisors, LLC: BOXX position timeline

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

Teamwork Financial Advisors, LLC held 105,665 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,665 shares
    Change vs previous 13F +19,573 shares

    1.15% of the 13F portfolio, value $12,372,315.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial 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 86,092 shares
    Change vs previous 13F +8,340 shares

    1.11% of the 13F portfolio, value $10,011,639.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial 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 77,752 shares
    Change vs previous 13F +75,383 shares

    0.95% of the 13F portfolio, value $8,949,255.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial 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 2,369 shares
    Change vs previous 13F -2,190 shares

    0.03% of the 13F portfolio, value $269,734.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial 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 4,559 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $513,708.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 4,559 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $508,283.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 4,559 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $502,767.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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