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Disclosery

Howard Capital Management, LLC: SSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Howard Capital Management, LLC on SSO, newest first. How the timeline and the estimate are built.

Howard Capital Management, LLC held 12,170,614 SSO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,170,614 shares
    Change vs previous 13F +12,170,614 shares

    9.76% of the 13F portfolio, value $820,055,971.

    13F-HR 0001733173-26-000004 filed by Howard Capital Management, 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 0 shares
    Change vs previous 13F -13,775,520 shares

    13F-HR 0001733173-26-000003 filed by Howard Capital Management, 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.

  3. period ended2025-12-31
    13F 13,775,520 shares
    Change vs previous 13F +6,887,760 shares

    10.33% of the 13F portfolio, value $797,878,118.

    13F-HR 0001733173-26-000001 filed by Howard Capital Management, 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 6,887,760 shares
    Change vs previous 13F -71,930 shares

    10.21% of the 13F portfolio, value $772,324,529.

    13F-HR 0001733173-25-000002 filed by Howard Capital Management, 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 6,959,690 shares
    Change vs previous 13F +6,959,690 shares

    10.2% of the 13F portfolio, value $681,531,337.

    13F-HR 0001085146-25-004433 filed by Howard Capital Management, 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 0 shares
    Change vs previous 13F -1,854,800 shares

    13F-HR 0001085146-25-002748 filed by Howard Capital Management, 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.

  7. period ended2024-12-31
    13F 1,854,800 shares
    Change vs previous 13F 0 shares

    2.66% of the 13F portfolio, value $171,587,548.

    13F-HR 0001085146-25-000722 filed by Howard Capital Management, 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 1,854,800 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $167,247,316.

    13F-HR 0001085146-24-005509 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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