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Disclosery

&PARTNERS: SOXX position timeline

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

&PARTNERS held 15,627 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 15,627 shares
    Change vs previous 13F +1,149 shares

    0.04% of the 13F portfolio, value $10,009,359.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 14,478 shares
    Change vs previous 13F -556 shares

    0.02% of the 13F portfolio, value $4,758,235.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 15,034 shares
    Change vs previous 13F +1,186 shares

    0.02% of the 13F portfolio, value $4,527,399.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 13,848 shares
    Change vs previous 13F +1,244 shares

    0.02% of the 13F portfolio, value $3,754,465.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 12,604 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $3,008,546.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 12,613 shares
    Change vs previous 13F +2,258 shares

    0.03% of the 13F portfolio, value $2,389,332.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 10,355 shares
    Change vs previous 13F +8,714 shares

    0.03% of the 13F portfolio, value $2,296,924.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 1,641 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $378,482.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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