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Kovack Advisors, Inc.: SOXQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on SOXQ, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 15,956 SOXQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,956 shares
    Change vs previous 13F -4,305 shares

    0.08% of the 13F portfolio, value $1,677,135.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 20,261 shares
    Change vs previous 13F -7,159 shares

    0.07% of the 13F portfolio, value $1,244,431.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 27,420 shares
    Change vs previous 13F -670 shares

    0.07% of the 13F portfolio, value $1,529,213.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 28,090 shares
    Change vs previous 13F +500 shares

    0.13% of the 13F portfolio, value $1,407,882.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 27,590 shares
    Change vs previous 13F -70 shares

    0.12% of the 13F portfolio, value $1,204,579.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 27,660 shares
    Change vs previous 13F +3,580 shares

    0.1% of the 13F portfolio, value $930,759.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 24,080 shares
    Change vs previous 13F -920 shares

    0.09% of the 13F portfolio, value $944,418.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 25,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,018,250.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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