Position in BOX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$222,168
-$79,474 QoQ
Shares Held
9,398
-6.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $15,942,314 across 3 Software - Infrastructure names.
All Filings in BOX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,168 | 9,398 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $301,642 | 10,085 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,767 | 10,250 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $363,465 | 10,637 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $356,432 | 11,550 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $353,540 | 11,188 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $415,408 | 12,692 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $413,203 | 15,628 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $472,603 | 16,688 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $403,177 | 15,743 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $445,996 | 18,422 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,095,080 | 37,273 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $488,167 | 18,222 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $471,899 | 15,159 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||