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Bay Harbor Wealth Management, LLC: SOXX position timeline

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

Bay Harbor Wealth Management, LLC held 3,380 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 3,380 shares
    Change vs previous 13F +1,128 shares

    0.5% of the 13F portfolio, value $2,165,837.

    13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, 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 2,252 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $740,142.

    13F-HR 0001437749-26-012214 filed by Bay Harbor 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 ended2025-12-31
    13F 2,252 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $678,189.

    13F-HR 0001437749-26-002665 filed by Bay Harbor 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 ended2025-09-30
    13F 2,252 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $610,562.

    13F-HR 0001437749-25-030755 filed by Bay Harbor 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 ended2025-06-30
    13F 2,252 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $537,552.

    13F-HR 0001437749-25-023183 filed by Bay Harbor 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 ended2025-03-31
    13F 2,252 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $423,758.

    13F-HR 0001437749-25-016075 filed by Bay Harbor 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 ended2024-12-31
    13F 2,252 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $485,283.

    13F-HR 0001437749-25-001885 filed by Bay Harbor 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 ended2024-09-30
    13F 2,252 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $519,288.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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