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Bristlecone Advisors, LLC: SOXX position timeline

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

Bristlecone Advisors, LLC held 19,213 SOXX shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,213 shares
    Change vs previous 13F -47 shares

    0.44% of the 13F portfolio, value $5,208,998.

    13F-HR 0001671716-25-000004 filed by Bristlecone 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 ended2025-06-30
    13F 19,260 shares
    Change vs previous 13F -119 shares

    0.39% of the 13F portfolio, value $4,597,455.

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 ended2025-03-31
    13F 19,379 shares
    Change vs previous 13F +552 shares

    0.3% of the 13F portfolio, value $3,646,534.

    13F-HR 0001398344-25-009163 filed by Bristlecone 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 ended2024-12-31
    13F 18,827 shares
    Change vs previous 13F -97 shares

    0.32% of the 13F portfolio, value $4,057,013.

    13F-HR 0001398344-25-001325 filed by Bristlecone 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 ended2024-09-30
    13F 18,924 shares
    Change vs previous 13F -454 shares

    0.35% of the 13F portfolio, value $4,363,601.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,378 shares
    Change vs previous 13F +316 shares

    0.41% of the 13F portfolio, value $4,779,112.

    13F-HR 0001398344-24-013068 filed by Bristlecone 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 ended2024-03-31
    13F 19,062 shares
    Change vs previous 13F +13,326 shares

    0.38% of the 13F portfolio, value $4,306,408.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,736 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,304,412.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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