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Disclosery

Concord Investment Counsel Inc.: SOXX position timeline

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

Concord Investment Counsel Inc. held 22,108 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,108 shares
    Change vs previous 13F +121 shares

    3.85% of the 13F portfolio, value $14,095,528.

    13F-HR 0002022154-26-000003 filed by Concord Investment Counsel 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 21,987 shares
    Change vs previous 13F -247 shares

    2.43% of the 13F portfolio, value $7,226,290.

    13F-HR 0002022154-26-000002 filed by Concord Investment Counsel 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 22,234 shares
    Change vs previous 13F -744 shares

    2.17% of the 13F portfolio, value $6,695,805.

    13F-HR 0002022154-26-000001 filed by Concord Investment Counsel 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 22,978 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $6,229,819.

    13F-HR 0002022154-25-000002 filed by Concord Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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