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GREENWOOD GEARHART LLC: SOXX position timeline

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

GREENWOOD GEARHART LLC held 115,823 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,823 shares
    Change vs previous 13F -1,621 shares

    3.45% of the 13F portfolio, value $74,214,806.

    13F-HR 0001084683-26-000003 filed by GREENWOOD GEARHART 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 117,444 shares
    Change vs previous 13F -162 shares

    2.09% of the 13F portfolio, value $38,599,175.

    13F-HR 0001084683-26-000002 filed by GREENWOOD GEARHART 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 117,606 shares
    Change vs previous 13F -10,480 shares

    1.95% of the 13F portfolio, value $35,417,073.

    13F-HR 0001084683-26-000001 filed by GREENWOOD GEARHART 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 128,086 shares
    Change vs previous 13F -391 shares

    2% of the 13F portfolio, value $34,726,697.

    13F-HR 0001084683-25-000005 filed by GREENWOOD GEARHART 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 128,477 shares
    Change vs previous 13F +20,627 shares

    1.91% of the 13F portfolio, value $30,665,853.

    13F-HR 0001085146-25-004154 filed by GREENWOOD GEARHART 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 107,850 shares
    Change vs previous 13F +711 shares

    1.4% of the 13F portfolio, value $20,294,142.

    13F-HR 0001085146-25-002622 filed by GREENWOOD GEARHART 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 107,139 shares
    Change vs previous 13F +11,278 shares

    1.59% of the 13F portfolio, value $23,087,390.

    13F-HR 0001084683-25-000002 filed by GREENWOOD GEARHART 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 95,861 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $22,104,823.

    13F-HR 0001084683-24-000010 filed by GREENWOOD GEARHART LLC
    Filed (acceptance time not in the bulk data set), ingested

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