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Disclosery

AJ Advisors, LLC: SOXX position timeline

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

AJ Advisors, LLC held 0 SOXX shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -25,056 shares

    13F-HR 0001085146-25-004720 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 25,056 shares
    Change vs previous 13F +1,881 shares

    2.41% of the 13F portfolio, value $4,714,845.

    13F-HR 0001085146-25-002649 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 23,175 shares
    Change vs previous 13F +1,346 shares

    2.59% of the 13F portfolio, value $4,994,037.

    13F-HR 0001085146-25-000446 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 21,829 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $5,033,484.

    13F-HR 0001085146-24-005249 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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