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Disclosery

1 NORTH WEALTH SERVICES LLC: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on SOXX, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 8,876 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,876 shares
    Change vs previous 13F -4,966 shares

    1.86% of the 13F portfolio, value $5,687,386.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,842 shares
    Change vs previous 13F -299 shares

    1.64% of the 13F portfolio, value $4,549,312.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,141 shares
    Change vs previous 13F +3,597 shares

    1.5% of the 13F portfolio, value $4,258,562.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,544 shares
    Change vs previous 13F -221 shares

    1.17% of the 13F portfolio, value $2,858,689.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,765 shares
    Change vs previous 13F -3,395 shares

    1.02% of the 13F portfolio, value $2,569,606.

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,160 shares
    Change vs previous 13F -2,441 shares

    1.23% of the 13F portfolio, value $2,664,487.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,601 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $3,577,349.

    13F-HR 0001641761-25-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).