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Disclosery

Gradient Investments LLC: BOXX position timeline

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

Gradient Investments LLC held 132,690 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 132,690 shares
    Change vs previous 13F +15,638 shares

    0.22% of the 13F portfolio, value $15,709,119.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 117,052 shares
    Change vs previous 13F +27,165 shares

    0.19% of the 13F portfolio, value $13,705,619.

    13F-HR 0001542265-26-000005 filed by Gradient 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 ended2026-03-31
    13F 89,887 shares
    Change vs previous 13F +20,592 shares

    0.16% of the 13F portfolio, value $10,452,959.

    13F-HR 0001542265-26-000003 filed by Gradient 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 ended2025-12-31
    13F 69,295 shares
    Change vs previous 13F +20,363 shares

    0.13% of the 13F portfolio, value $7,975,855.

    13F-HR 0001542265-26-000001 filed by Gradient Investments 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 48,932 shares
    Change vs previous 13F +16,699 shares

    0.09% of the 13F portfolio, value $5,571,398.

    13F-HR 0001542265-25-000007 filed by Gradient Investments 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 32,233 shares
    Change vs previous 13F +15,342 shares

    0.07% of the 13F portfolio, value $3,632,014.

    13F-HR 0001542265-25-000004 filed by Gradient Investments 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 16,891 shares
    Change vs previous 13F -70,446 shares

    0.04% of the 13F portfolio, value $1,883,178.

    13F-HR 0001542265-25-000003 filed by Gradient Investments 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 87,337 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $9,631,524.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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