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CONTINENTAL INVESTORS SERVICES, INC.: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONTINENTAL INVESTORS SERVICES, INC. on SOXX, newest first. How the timeline and the estimate are built.

CONTINENTAL INVESTORS SERVICES, INC. held 1,661 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,661 shares
    Change vs previous 13F +39 shares

    0.69% of the 13F portfolio, value $881,281.

    13F-HR 0001754960-26-000763 filed by CONTINENTAL INVESTORS SERVICES, 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 1,622 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $864,064.

    13F-HR 0001754960-26-000389 filed by CONTINENTAL INVESTORS SERVICES, 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 1,621 shares
    Change vs previous 13F +3 shares

    0.72% of the 13F portfolio, value $561,303.

    13F-HR 0001754960-26-000190 filed by CONTINENTAL INVESTORS SERVICES, 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 1,618 shares
    Change vs previous 13F +136 shares

    0.69% of the 13F portfolio, value $466,403.

    13F-HR 0001754960-25-000756 filed by CONTINENTAL INVESTORS SERVICES, 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 1,482 shares
    Change vs previous 13F -197 shares

    0.64% of the 13F portfolio, value $353,802.

    13F-HR 0001754960-25-000529 filed by CONTINENTAL INVESTORS SERVICES, 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 1,679 shares
    Change vs previous 13F +107 shares

    0.63% of the 13F portfolio, value $315,951.

    13F-HR 0001754960-25-000308 filed by CONTINENTAL INVESTORS SERVICES, 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 1,572 shares
    Change vs previous 13F +3 shares

    0.67% of the 13F portfolio, value $338,718.

    13F-HR 0001754960-25-000128 filed by CONTINENTAL INVESTORS SERVICES, 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 1,569 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $351,706.

    13F-HR 0001754960-24-000577 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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