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Disclosery

Northeast Financial Consultants Inc: SOXX position timeline

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

Northeast Financial Consultants Inc held 6,374 SOXX shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,374 shares
    Change vs previous 13F +4,653 shares

    0.06% of the 13F portfolio, value $1,521,544.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,721 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $323,896.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,721 shares
    Change vs previous 13F -4,715 shares

    0.02% of the 13F portfolio, value $370,922.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,436 shares
    Change vs previous 13F +782 shares

    0.06% of the 13F portfolio, value $1,484,145.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 5,654 shares
    Change vs previous 13F +2,781 shares

    0.06% of the 13F portfolio, value $1,394,462.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,873 shares
    Change vs previous 13F +2,355 shares

    0.03% of the 13F portfolio, value $649,069.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 518 shares
    Change vs previous 13F -103 shares

    0.02% of the 13F portfolio, value $298,420.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 621 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $294,149.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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