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Bright Futures Wealth Management, LLC.: SOXQ position timeline

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

Bright Futures Wealth Management, LLC. held 9,090 SOXQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,090 shares
    Change vs previous 13F -3,990 shares

    0.66% of the 13F portfolio, value $1,018,943.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 13,080 shares
    Change vs previous 13F +184 shares

    0.53% of the 13F portfolio, value $780,902.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 12,896 shares
    Change vs previous 13F -1,818 shares

    0.53% of the 13F portfolio, value $719,220.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 14,714 shares
    Change vs previous 13F -4,125 shares

    0.58% of the 13F portfolio, value $737,463.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 ended2025-03-31
    13F 18,839 shares
    Change vs previous 13F -607 shares

    0.61% of the 13F portfolio, value $556,494.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 19,446 shares
    Change vs previous 13F -3,576 shares

    0.67% of the 13F portfolio, value $752,961.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 23,022 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $935,153.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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