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Focus Partners Wealth: BOXX position timeline

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

Focus Partners Wealth held 115,782 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,782 shares
    Change vs previous 13F +65,160 shares

    0.01% of the 13F portfolio, value $13,556,915.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 101,064 shares
    • Focus Partners Advisor Solutions, LLC: 14,718 shares

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

  2. period ended2026-03-31
    13F 50,622 shares
    Change vs previous 13F +33,678 shares

    0.01% of the 13F portfolio, value $5,888,229.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,425 shares
    • Focus Partners Advisor Solutions, LLC: 35,197 shares

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

  3. period ended2025-12-31
    13F 16,944 shares
    Change vs previous 13F +263 shares

    <0.01% of the 13F portfolio, value $1,950,255.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 16,681 shares
    Change vs previous 13F +4,320 shares

    <0.01% of the 13F portfolio, value $1,899,383.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 12,361 shares
    Change vs previous 13F -20,430 shares

    <0.01% of the 13F portfolio, value $1,392,921.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 32,791 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $3,655,938.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 33,088 shares
    Change vs previous 13F +33,088 shares

    0.01% of the 13F portfolio, value $3,649,014.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    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.