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Showing 9 of 10 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in EA SERIES TRUST

Yes. Farther Finance Advisors holds 97,312 shares of BOXX, worth $11.5M, as of its Q3 2026 13F filing. It reduced the position by 8,874 shares (-8.4%) from Q2 2026. Farther Finance Advisors has held BOXX since Q2 2024, across 10 quarterly 13F filings. BOXX is 0.1% of Farther Finance Advisors' reported 13F portfolio.

Current Value

$11.5M

Current Shares

97,312

Total Value Change

+$10.2M

Total Shares Change

+85,106

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
97,312
-8.4%
$11.5M0.1%$118.39
0
2026-Q2
Decreased
106,186
-7.2%
$12.4M0.1%$117.09
0
2026-Q1
Increased
114,362
+4.2%
$13.3M0.1%$115.87
35
2025-Q4
Increased
109,765
+447.4%
$12.6M0.1%$115.04
54
2025-Q3
Increased
20,052
+22.2%
$2.3M0.0%$113.82
31
2025-Q2
Decreased
16,411
-3.5%
$1.8M0.0%$112.65
0
2025-Q1
Increased
17,004
+1.3%
$1.9M0.0%$111.46
26
2024-Q4
Increased
16,782
+37.5%
$1.9M0.1%$110.21
34
2024-Q3
Increased
12,206
+478.5%
$1.3M0.0%$108.89
41

Other major holders of BOXX: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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