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AVAII WEALTH MANAGEMENT, LLC: SOXX position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 16,690 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,690 shares
    Change vs previous 13F -927 shares

    2.83% of the 13F portfolio, value $9,828,815.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,617 shares
    Change vs previous 13F -7,325 shares

    3.32% of the 13F portfolio, value $11,288,075.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, 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 24,942 shares
    Change vs previous 13F -2,370 shares

    2.86% of the 13F portfolio, value $8,197,424.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, 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 27,312 shares
    Change vs previous 13F -1,168 shares

    2.98% of the 13F portfolio, value $8,224,880.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,480 shares
    Change vs previous 13F +809 shares

    2.94% of the 13F portfolio, value $7,721,626.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,671 shares
    Change vs previous 13F +3,265 shares

    2.94% of the 13F portfolio, value $6,605,018.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 24,406 shares
    Change vs previous 13F -1,158 shares

    2.45% of the 13F portfolio, value $4,592,518.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,564 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $5,508,692.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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