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Disclosery

Vestment Financial LLC: BOXX position timeline

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

Vestment Financial LLC held 14,594 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,594 shares
    Change vs previous 13F +730 shares

    0.77% of the 13F portfolio, value $1,727,725.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,864 shares
    Change vs previous 13F -405 shares

    0.73% of the 13F portfolio, value $1,626,832.

    13F-HR 0002056705-26-000003 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,269 shares
    Change vs previous 13F +6,804 shares

    0.78% of the 13F portfolio, value $1,661,227.

    13F-HR 0002056705-26-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,465 shares
    Change vs previous 13F +344 shares

    0.45% of the 13F portfolio, value $860,445.

    13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,121 shares
    Change vs previous 13F +2,467 shares

    0.46% of the 13F portfolio, value $811,094.

    13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,654 shares
    Change vs previous 13F +87 shares

    0.33% of the 13F portfolio, value $524,448.

    13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,567 shares
    Change vs previous 13F +38 shares

    0.37% of the 13F portfolio, value $509,267.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,529 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $500,071.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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