BOXX β€” ALPHA ARCHITECT 1-3 MONTH BOX ETF

Ownership history in Aspect Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.28% in 2025 Q2. The latest visible filing shows BOXX at 5.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in ALPHA ARCHITECT 1-3 MONTH BOX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BOXX was reported at 5.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.28% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspect Partners, LLC held BOXX β€” position size vs. price
% of Fund (quarterly)    BOXX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 103,155 +1,535 +1.5% 5.20% $11.9M 2026-02-14 (Est.) $115.69
2025 Q3 ADDED 101,620 +6,527 +6.9% 5.25% $11.6M 2025-11-06 $114.28
2025 Q2 ADDED 95,093 +48,660 +104.8% 5.28% $10.7M 2025-08-06 $113.12
2025 Q1 ADDED 46,433 +9,504 +25.7% 2.96% $5.2M 2025-04-24 $111.81
2024 Q4 ADDED 36,929 +772 +2.1% 2.35% $4.1M 2025-02-03 $110.77
2024 Q3 ADDED 36,157 +986 +2.8% 2.21% $3.9M 2024-10-15 $109.16
2024 Q2 REDUCED 35,171 -5,559 -13.6% 2.26% $3.8M 2024-07-15 $107.76
2024 Q1 ADDED 40,730 +18,274 +81.4% 3.42% $4.3M 2024-05-17 $106.92
2023 Q4 INITIATED 22,456 β€” β€” 1.52% $2.4M 2024-02-16 $105.54

FAQ About Aspect Partners, LLC and BOXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning BOXX?

Aspect Partners, LLC reported BOXX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BOXX position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for BOXX was 5.28% in 2025 Q2.

What is the latest reported BOXX position on this page?

The most recent filing on this page is 2025 Q4, when Aspect Partners, LLC reported 103,155 shares, equal to 5.20% of portfolio, with an estimated market value of $11.9M.

What does the chart on this BOXX ownership page compare?

The chart compares Aspect Partners, LLC's quarterly BOXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Aspect Partners, LLC Holdings