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Global Wealth Strategies & Associates: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Strategies & Associates on SOXX, newest first. How the timeline and the estimate are built.

Global Wealth Strategies & Associates held 13,861 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,861 shares
    Change vs previous 13F -19 shares

    1.44% of the 13F portfolio, value $7,882,078.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,880 shares
    Change vs previous 13F +520 shares

    1.69% of the 13F portfolio, value $8,893,846.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 13,360 shares
    Change vs previous 13F +2,513 shares

    1.08% of the 13F portfolio, value $4,390,917.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    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 10,847 shares
    Change vs previous 13F +823 shares

    0.81% of the 13F portfolio, value $3,266,582.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 10,024 shares
    Change vs previous 13F +4,001 shares

    0.7% of the 13F portfolio, value $2,717,707.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 6,023 shares
    Change vs previous 13F +5,563 shares

    0.41% of the 13F portfolio, value $1,437,690.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    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 460 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $86,558.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    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 460 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $99,125.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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