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WEST MICHIGAN ADVISORS, LLC: BOXX position timeline

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

WEST MICHIGAN ADVISORS, LLC held 65,868 BOXX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 65,868 shares
    Change vs previous 13F +22,762 shares

    1.47% of the 13F portfolio, value $7,712,484.

    13F-HR/A 0001765380-26-000412 filed by WEST MICHIGAN 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 43,106 shares
    Change vs previous 13F +26,008 shares

    1.1% of the 13F portfolio, value $5,012,797.

    13F-HR 0001765380-26-000163 filed by WEST MICHIGAN 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 17,098 shares
    Change vs previous 13F +10,556 shares

    0.45% of the 13F portfolio, value $1,967,980.

    13F-HR 0001765380-26-000049 filed by WEST MICHIGAN 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 6,542 shares
    Change vs previous 13F +6,542 shares

    0.18% of the 13F portfolio, value $744,872.

    13F-HR 0001765380-25-000492 filed by WEST MICHIGAN 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,415 shares

    13F-HR 0001765380-25-000207 filed by WEST MICHIGAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,415 shares
    Change vs previous 13F -10,825 shares

    0.08% of the 13F portfolio, value $266,326.

    13F-HR 0001765380-25-000047 filed by WEST MICHIGAN 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 ended2024-09-30
    13F 13,240 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,442,233.

    13F-HR 0001765380-24-000396 filed by WEST MICHIGAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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