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Disclosery

HF Advisory Group, LLC: SOXX position timeline

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

HF Advisory Group, LLC held 630 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 630 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $358,463.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 682 shares
    Change vs previous 13F -130 shares

    0.14% of the 13F portfolio, value $436,997.

    13F-HR 0002085853-26-000665 filed by HF 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 ended2026-03-31
    13F 812 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $266,978.

    13F-HR 0002085853-26-000446 filed by HF 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 ended2025-12-31
    13F/A 875 shares
    Change vs previous 13F -31 shares

    0.09% of the 13F portfolio, value $263,452.

    13F-HR/A 0002085853-26-000077 filed by HF 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 ended2025-09-30
    13F 906 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $245,804.

    13F-HR 0002085853-25-000012 filed by HF 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 ended2025-06-30
    13F 856 shares
    Change vs previous 13F +856 shares

    0.08% of the 13F portfolio, value $204,274.

    13F-HR 0001667731-25-000772 filed by HF 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, 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.