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Box Inc cl a shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Box Inc cl a

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All positions including Box Inc cl a held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Box Inc cl a by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 6.8k 29.91