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Legacy Edge Advisors, LLC: SOXX position timeline

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

Legacy Edge Advisors, LLC held 38,947 SOXX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 38,947 shares
    Change vs previous 13F -7,467 shares

    2.29% of the 13F portfolio, value $24,955,825.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, 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 46,414 shares
    Change vs previous 13F -4,446 shares

    1.6% of the 13F portfolio, value $15,254,478.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, 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 50,860 shares
    Change vs previous 13F +200 shares

    1.68% of the 13F portfolio, value $15,316,516.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, 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 50,660 shares
    Change vs previous 13F +3,147 shares

    1.62% of the 13F portfolio, value $13,734,899.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, 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 47,513 shares
    Change vs previous 13F +1,879 shares

    1.51% of the 13F portfolio, value $11,341,238.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, 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 45,634 shares
    Change vs previous 13F -1,471 shares

    1.34% of the 13F portfolio, value $8,586,982.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, 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 47,105 shares
    Change vs previous 13F -549 shares

    1.62% of the 13F portfolio, value $10,235,056.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, 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 47,654 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $10,988,639.

    13F-HR 0002105396-26-000009 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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