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Intellectus Partners, LLC: SOXX position timeline

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

Intellectus Partners, LLC held 6,799 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,799 shares
    Change vs previous 13F -584 shares

    0.75% of the 13F portfolio, value $4,356,215.

    13F-HR 0001951757-26-001234 filed by Intellectus Partners, 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 7,383 shares
    Change vs previous 13F -400 shares

    0.5% of the 13F portfolio, value $2,426,408.

    13F-HR 0001951757-26-000573 filed by Intellectus Partners, 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 7,783 shares
    Change vs previous 13F -316 shares

    0.45% of the 13F portfolio, value $2,343,737.

    13F-HR 0001951757-26-000410 filed by Intellectus Partners, 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 8,099 shares
    Change vs previous 13F +113 shares

    0.43% of the 13F portfolio, value $2,195,754.

    13F-HR 0001951757-25-001400 filed by Intellectus Partners, 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 7,986 shares
    Change vs previous 13F +1,756 shares

    0.41% of the 13F portfolio, value $1,906,353.

    13F-HR 0001951757-25-001030 filed by Intellectus Partners, 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 6,230 shares
    Change vs previous 13F +23 shares

    0.29% of the 13F portfolio, value $1,172,265.

    13F-HR 0001951757-25-000311 filed by Intellectus Partners, 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 6,207 shares
    Change vs previous 13F +21 shares

    0.3% of the 13F portfolio, value $1,337,653.

    13F-HR 0001951757-25-000199 filed by Intellectus Partners, 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 6,186 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,426,509.

    13F-HR 0001951757-24-001173 filed by Intellectus Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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