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Legend Financial Advisors, Inc.: SOXX position timeline

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

Legend Financial Advisors, Inc. held 30,649 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,649 shares
    Change vs previous 13F -12,624 shares

    11.16% of the 13F portfolio, value $19,638,755.

    13F-HR 0001781948-26-000003 filed by Legend Financial 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 43,273 shares
    Change vs previous 13F -5,286 shares

    9.17% of the 13F portfolio, value $14,222,211.

    13F-HR 0001781948-26-000002 filed by Legend Financial 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 48,559 shares
    Change vs previous 13F -3,458 shares

    8.85% of the 13F portfolio, value $14,623,589.

    13F-HR 0001781948-26-000001 filed by Legend Financial 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 52,017 shares
    Change vs previous 13F -4,008 shares

    8.65% of the 13F portfolio, value $14,102,965.

    13F-HR 0001781948-25-000006 filed by Legend Financial 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 56,025 shares
    Change vs previous 13F +879 shares

    8.88% of the 13F portfolio, value $13,373,085.

    13F-HR 0001781948-25-000004 filed by Legend Financial 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 55,146 shares
    Change vs previous 13F +5,132 shares

    7.62% of the 13F portfolio, value $10,376,817.

    13F-HR 0001781948-25-000003 filed by Legend Financial 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 50,014 shares
    Change vs previous 13F -494 shares

    7.6% of the 13F portfolio, value $10,777,464.

    13F-HR 0001781948-25-000001 filed by Legend Financial 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 50,508 shares
    Change vs previous 13F not available

    8.04% of the 13F portfolio, value $11,646,638.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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