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Disclosery

Capital Squared Financial LLC: SOXX position timeline

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

Capital Squared Financial LLC held 604 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604 shares
    Change vs previous 13F -100 shares

    0.25% of the 13F portfolio, value $386,942.

    13F-HR 0002128691-26-000005 filed by Capital Squared Financial 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 704 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $231,234.

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial 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 703 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $211,748.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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