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FORTE ASSET MANAGEMENT LLC: SOXX position timeline

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

FORTE ASSET MANAGEMENT LLC held 6,031 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,031 shares
    Change vs previous 13F +572 shares

    1.38% of the 13F portfolio, value $3,429,663.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,459 shares
    Change vs previous 13F -2,130 shares

    1.43% of the 13F portfolio, value $3,498,125.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,589 shares
    Change vs previous 13F -49 shares

    1.09% of the 13F portfolio, value $2,494,310.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,638 shares
    Change vs previous 13F +26 shares

    1.04% of the 13F portfolio, value $2,300,282.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,612 shares
    Change vs previous 13F -1,318 shares

    0.99% of the 13F portfolio, value $2,063,849.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,930 shares
    Change vs previous 13F -3,841 shares

    1.09% of the 13F portfolio, value $2,131,657.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,771 shares
    Change vs previous 13F +2,875 shares

    1.21% of the 13F portfolio, value $2,403,166.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,896 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,132,538.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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