Skip to content
Disclosery

TCFG Investment Advisors, LLC: BOXX position timeline

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

TCFG Investment Advisors, LLC held 36,659 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,659 shares
    Change vs previous 13F -39,039 shares

    1.45% of the 13F portfolio, value $4,292,402.

    13F-HR 0001754960-26-000554 filed by TCFG Investment 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 75,698 shares
    Change vs previous 13F +38,084 shares

    1.65% of the 13F portfolio, value $8,802,920.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 37,849 shares
    • TCFG Investment Advisors, LLC: 37,849 shares

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

  3. period ended2025-12-31
    13F 37,614 shares
    Change vs previous 13F -1,032 shares

    1.69% of the 13F portfolio, value $4,329,371.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, 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/A 38,646 shares
    Change vs previous 13F -1,862 shares

    1.73% of the 13F portfolio, value $4,400,234.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,508 shares
    Change vs previous 13F -705 shares

    2.07% of the 13F portfolio, value $4,564,385.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,213 shares
    Change vs previous 13F +100 shares

    2.31% of the 13F portfolio, value $4,594,837.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,113 shares
    Change vs previous 13F +107 shares

    2.28% of the 13F portfolio, value $4,533,942.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 41,006 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,466,784.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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