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Disclosery

Continuum Advisory, LLC: SOXX position timeline

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

Continuum Advisory, LLC held 5,027 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,027 shares
    Change vs previous 13F -207 shares

    0.26% of the 13F portfolio, value $3,221,103.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 5,234 shares
    Change vs previous 13F +89 shares

    0.17% of the 13F portfolio, value $1,720,207.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 5,145 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $1,549,417.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, LLC
    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 5,122 shares
    Change vs previous 13F +116 shares

    0.15% of the 13F portfolio, value $1,388,677.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, LLC
    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 5,006 shares
    Change vs previous 13F -236 shares

    0.14% of the 13F portfolio, value $1,194,932.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, LLC
    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 5,242 shares
    Change vs previous 13F -256 shares

    0.13% of the 13F portfolio, value $986,387.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, LLC
    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 5,498 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $1,184,764.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, LLC
    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 5,491 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,198,356.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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