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Mullooly Asset Management, Inc.: SOXX position timeline

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

Mullooly Asset Management, Inc. held 1,502 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,502 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $962,235.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset Management, 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 1,501 shares
    Change vs previous 13F -42 shares

    0.18% of the 13F portfolio, value $493,332.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset Management, 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 1,543 shares
    Change vs previous 13F -31 shares

    0.17% of the 13F portfolio, value $464,708.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset Management, 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 1,574 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $426,707.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset Management, 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 1,570 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $374,917.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset Management, 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/A 1,568 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $294,926.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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