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Disclosery

NorthCoast Asset Management LLC: SOXL position timeline

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

NorthCoast Asset Management LLC held 4,918 SOXL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,918 shares
    Change vs previous 13F -11,000 shares

    0.03% of the 13F portfolio, value $1,311,727.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management 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 15,918 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $762,640.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management 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 15,993 shares
    Change vs previous 13F +10,100 shares

    0.01% of the 13F portfolio, value $672,193.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management 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 5,893 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,318.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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