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Merrion Investment Management Co, LLC: SOXX position timeline

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

Merrion Investment Management Co, LLC held 1,750 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,750 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,121,330.

    13F-HR 0001172661-26-002595 filed by Merrion Investment Management Co, 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 1,750 shares
    Change vs previous 13F +250 shares

    0.31% of the 13F portfolio, value $575,150.

    13F-HR 0001172661-26-001525 filed by Merrion Investment Management Co, 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 1,500 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $451,725.

    13F-HR 0001172661-26-000889 filed by Merrion Investment Management Co, 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 1,500 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $406,680.

    13F-HR 0001172661-25-004289 filed by Merrion Investment Management Co, 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 1,500 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $358,050.

    13F-HR 0001172661-25-002943 filed by Merrion Investment Management Co, 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 1,500 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $282,255.

    13F-HR 0001172661-25-001524 filed by Merrion Investment Management Co, 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 1,500 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $323,235.

    13F-HR 0001172661-25-000320 filed by Merrion Investment Management Co, 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 1,500 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $345,880.

    13F-HR 0001172661-24-004197 filed by Merrion Investment Management Co, LLC
    Filed (acceptance time not in the bulk data set), ingested

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