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Disclosery

Mutual Advisors, LLC: SOXX position timeline

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

Mutual Advisors, LLC held 8,773 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,773 shares
    Change vs previous 13F -484 shares

    0.11% of the 13F portfolio, value $5,621,179.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 9,257 shares
    Change vs previous 13F +2,651 shares

    0.07% of the 13F portfolio, value $3,042,463.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 6,606 shares
    Change vs previous 13F -2,107 shares

    0.04% of the 13F portfolio, value $1,989,538.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 8,713 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $2,535,984.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 8,691 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $2,099,266.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 8,658 shares
    Change vs previous 13F +5,194 shares

    0.05% of the 13F portfolio, value $1,600,160.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 3,464 shares
    Change vs previous 13F +1,283 shares

    0.02% of the 13F portfolio, value $774,314.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 2,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $495,820.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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