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Disclosery

Calder Financial LLC: SOXX position timeline

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

Calder Financial LLC held 430 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 430 shares
    Change vs previous 13F +65 shares

    0.23% of the 13F portfolio, value $244,754.

    13F-HR 0001754960-26-000848 filed by Calder Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 365 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $233,981.

    13F-HR 0001754960-26-000408 filed by Calder Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).