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ZEGA Investments, LLC: BOXX position timeline

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

ZEGA Investments, LLC held 8,627 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,627 shares
    Change vs previous 13F +4,961 shares

    0.17% of the 13F portfolio, value $1,010,135.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 3,666 shares
    Change vs previous 13F +99 shares

    0.08% of the 13F portfolio, value $426,319.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, 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 3,567 shares
    Change vs previous 13F -392 shares

    0.08% of the 13F portfolio, value $410,562.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, 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 3,959 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $450,772.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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