BOXX

Alpha Architect 1-3 Mnth Box

Latest period2024 - Q4Total superinvestors29

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 29 superinvestors own shares of Alpha Architect 1-3 Mnth Box (BOXX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Alpha Architect 1-3 Mnth Box (BOXX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Alpha Architect 1-3 Mnth Box (BOXX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Alpha Architect 1-3 Mnth Box (BOXX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Increased 59.82%
1.34%
$13.05M
118,340 shares@ 110.28 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Increased 16.72%
2.04%
$6.623M
60,060 shares@ 110.29 avg price
Paul Zarling@Client First Investment Management Llc
Recent Activity
Increased 38.41%
3.98%
$6.182M
56,054 shares@ 110.28 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 44.66%
0.14%
$4.644M
42,022 shares@ 110.53 avg price
Joanne Burks@Avondale Wealth Management
Recent Activity
Increased 379.2%
2.71%
$4.228M
38,336 shares@ 110.28 avg price
Jonathan Seed@Seed Wealth Management, Inc.
Recent Activity
Increased 2.93%
2.54%
$3.141M
28,480 shares@ 110.28 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 53.24%
0.5%
$1.759M
15,953 shares@ 110.29 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 32.74%
0.07%
$1.151M
10,433 shares@ 110.28 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 27.47%
0.03%
$729,833
6,618 shares@ 110.28 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 142.4%
0.12%
$641,685
5,815 shares@ 110.35 avg price