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Disclosery

GERBER, LLC: SOXX position timeline

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

GERBER, LLC held 1,267 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,267 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $811,879.

    13F-HR 0001951757-26-001078 filed by GERBER, 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 1,267 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $416,340.

    13F-HR 0001951757-26-000705 filed by GERBER, 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 1,266 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $381,380.

    13F-HR 0001951757-26-000236 filed by GERBER, 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 1,266 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $343,110.

    13F-HR 0001951757-25-001199 filed by GERBER, 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 1,264 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $301,795.

    13F-HR 0001951757-25-000939 filed by GERBER, 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 1,263 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $237,671.

    13F-HR 0001951757-25-000429 filed by GERBER, 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 1,262 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $272,013.

    13F-HR 0001951757-25-000218 filed by GERBER, 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 1,261 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $290,846.

    13F-HR 0001951757-24-001087 filed by GERBER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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