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Disclosery

GM Advisory Group, LLC: SOXX position timeline

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

GM Advisory Group, LLC held 145,424 SOXX shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 145,424 shares
    Change vs previous 13F +410 shares

    1.84% of the 13F portfolio, value $47,794,921.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 145,014 shares
    Change vs previous 13F -2,489 shares

    1.71% of the 13F portfolio, value $43,670,980.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 147,503 shares
    Change vs previous 13F -28,450 shares

    1.7% of the 13F portfolio, value $39,990,936.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 175,953 shares
    Change vs previous 13F +66,753 shares

    2.08% of the 13F portfolio, value $41,999,990.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 109,200 shares
    Change vs previous 13F +8,125 shares

    1.11% of the 13F portfolio, value $20,548,128.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 101,075 shares
    Change vs previous 13F +4,997 shares

    1.21% of the 13F portfolio, value $21,780,583.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 96,078 shares
    Change vs previous 13F +4,171 shares

    1.33% of the 13F portfolio, value $22,154,741.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 91,907 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $22,667,067.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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