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Plotkin Financial Advisors, LLC: SSO position timeline

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

Plotkin Financial Advisors, LLC held 46,524 SSO 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 46,524 shares
    Change vs previous 13F -9,074 shares

    1.3% of the 13F portfolio, value $3,134,787.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial 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 55,598 shares
    Change vs previous 13F -3,088 shares

    1.45% of the 13F portfolio, value $2,884,439.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial 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 58,686 shares
    Change vs previous 13F +28,966 shares

    1.66% of the 13F portfolio, value $3,399,110.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial 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 29,720 shares
    Change vs previous 13F -47 shares

    1.65% of the 13F portfolio, value $3,332,537.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial 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 29,767 shares
    Change vs previous 13F -13,779 shares

    1.6% of the 13F portfolio, value $2,908,860.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial 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 43,546 shares
    Change vs previous 13F -2,263 shares

    2.22% of the 13F portfolio, value $3,604,762.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial 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 45,809 shares
    Change vs previous 13F -2,812 shares

    2.52% of the 13F portfolio, value $4,237,818.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial 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 48,621 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $4,384,182.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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