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Disclosery

Activest Wealth Management: SOXX position timeline

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

Activest Wealth Management held 3,361 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,361 shares
    Change vs previous 13F -234 shares

    0.42% of the 13F portfolio, value $2,153,835.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 3,595 shares
    Change vs previous 13F +158 shares

    0.21% of the 13F portfolio, value $1,181,449.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 3,437 shares
    Change vs previous 13F -287 shares

    0.19% of the 13F portfolio, value $1,035,187.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 3,724 shares
    Change vs previous 13F -192 shares

    0.2% of the 13F portfolio, value $1,009,528.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 3,916 shares
    Change vs previous 13F +337 shares

    0.23% of the 13F portfolio, value $934,835.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 3,579 shares
    Change vs previous 13F -650 shares

    0.18% of the 13F portfolio, value $673,492.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 4,229 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $911,320.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,219 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $972,844.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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