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Madrona Financial Services, LLC: SOXX position timeline

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

Madrona Financial Services, LLC held 1,633 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,633 shares
    Change vs previous 13F +88 shares

    0.19% of the 13F portfolio, value $1,046,449.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 1,545 shares
    Change vs previous 13F +140 shares

    0.11% of the 13F portfolio, value $507,822.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 1,405 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $423,151.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 1,405 shares
    Change vs previous 13F +196 shares

    0.08% of the 13F portfolio, value $380,947.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 1,209 shares
    Change vs previous 13F -99 shares

    0.07% of the 13F portfolio, value $288,599.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 1,308 shares
    Change vs previous 13F -213 shares

    0.07% of the 13F portfolio, value $246,126.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 1,521 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $327,760.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 1,581 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $364,563.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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