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Disclosery

Grant/GrossMendelsohn, LLC: SOXX position timeline

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

Grant/GrossMendelsohn, LLC held 0 SOXX shares at 2024-09-30 per its 13F-HR filed 2024-10-15.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -15,755 shares

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 15,755 shares
    Change vs previous 13F -310 shares

    1.78% of the 13F portfolio, value $3,885,656.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 16,065 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,608,038.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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