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Disclosery

GREENBERG FINANCIAL GROUP: SOXX position timeline

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

GREENBERG FINANCIAL GROUP held 2,798 SOXX shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,798 shares
    Change vs previous 13F +110 shares

    0.35% of the 13F portfolio, value $842,618.

    13F-HR 0002085853-26-000064 filed by GREENBERG FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,688 shares
    Change vs previous 13F -105 shares

    0.65% of the 13F portfolio, value $1,722,363.

    13F-HR 0002085853-26-000739 filed by GREENBERG FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,793 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $917,947.

    13F-HR 0002085853-26-000383 filed by GREENBERG FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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