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AAFMAA Wealth Management & Trust LLC: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on SOXX, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 2,188 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,188 shares
    Change vs previous 13F -5,551 shares

    0.43% of the 13F portfolio, value $1,244,184.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,739 shares
    Change vs previous 13F +301 shares

    1.73% of the 13F portfolio, value $4,958,842.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,438 shares
    Change vs previous 13F +1,477 shares

    0.95% of the 13F portfolio, value $2,444,573.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,961 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,795,155.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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