Kesler, Norman & Wride, LLC: SOXX position timeline

Kesler, Norman & Wride, LLC held 2,532 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,532 shares

   Change vs previous 13F +808 shares

   0.26% of the 13F portfolio, value $1,622,160.

   13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,724 shares

   Change vs previous 13F +1,050 shares

   0.1% of the 13F portfolio, value $566,507.

   13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 674 shares

   Change vs previous 13F +674 shares

   0.03% of the 13F portfolio, value $202,950.

   13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,731 shares

   13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,731 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $629,648.

   13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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