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Disclosery

Chicago Wealth Management, Inc.: SOXX position timeline

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

Chicago Wealth Management, Inc. held 35,178 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,178 shares
    Change vs previous 13F -10,800 shares

    8% of the 13F portfolio, value $22,540,808.

    13F-HR 0001592178-26-000004 filed by Chicago Wealth Management, Inc.
    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 45,978 shares
    Change vs previous 13F -56 shares

    6.03% of the 13F portfolio, value $15,111,275.

    13F-HR 0001592178-26-000003 filed by Chicago Wealth Management, Inc.
    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 46,034 shares
    Change vs previous 13F +647 shares

    5.57% of the 13F portfolio, value $13,863,126.

    13F-HR 0001592178-26-000002 filed by Chicago Wealth Management, Inc.
    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 45,387 shares
    Change vs previous 13F +43,684 shares

    5.36% of the 13F portfolio, value $12,305,452.

    13F-HR 0001592178-25-000008 filed by Chicago Wealth Management, Inc.
    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 1,703 shares
    Change vs previous 13F -1,471 shares

    0.19% of the 13F portfolio, value $406,411.

    13F-HR 0001592178-25-000007 filed by Chicago Wealth Management, Inc.
    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 3,174 shares
    Change vs previous 13F -76 shares

    0.31% of the 13F portfolio, value $597,218.

    13F-HR 0001592178-25-000002 filed by Chicago Wealth Management, Inc.
    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 3,250 shares
    Change vs previous 13F -11,538 shares

    0.36% of the 13F portfolio, value $700,361.

    13F-HR 0001592178-25-000001 filed by Chicago Wealth Management, Inc.
    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 14,788 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,409,851.

    13F-HR 0001592178-24-000005 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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