Marks Wealth, LLC: SOXX position timeline

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

Marks Wealth, LLC held 48,876 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 48,876 shares
Change vs previous 13F not available
6.78% of the 13F portfolio, value $31,317,786.
13F-HR 0002085853-26-000902 filed by Marks Wealth, LLC
Filed 2026-07-29 (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).