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Astoria Portfolio Advisors LLC.: SOXX position timeline

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

Astoria Portfolio Advisors LLC. held 768 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 768 shares
    Change vs previous 13F +58 shares

    0.08% of the 13F portfolio, value $492,285.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors 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 710 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $323,465.

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio 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 ended2025-12-31
    13F 704 shares
    Change vs previous 13F -104 shares

    0.06% of the 13F portfolio, value $251,291.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio 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 ended2025-09-30
    13F 808 shares
    Change vs previous 13F +808 shares

    0.06% of the 13F portfolio, value $235,625.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,180 shares

    13F-HR 0001931642-25-000005 filed by Astoria Portfolio 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.

  6. period ended2024-12-31
    13F 1,180 shares
    Change vs previous 13F -167 shares

    0.09% of the 13F portfolio, value $258,404.

    13F-HR 0001931642-25-000001 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,347 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $317,165.

    13F-HR 0001931642-24-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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