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Disclosery

Portfolio Strategies, Inc.: SOXX position timeline

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

Portfolio Strategies, Inc. held 409 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409 shares
    Change vs previous 13F +409 shares

    0.03% of the 13F portfolio, value $262,093.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -24,735 shares

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 24,735 shares
    Change vs previous 13F -803 shares

    0.77% of the 13F portfolio, value $5,899,974.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 25,538 shares
    Change vs previous 13F -790 shares

    0.74% of the 13F portfolio, value $4,805,527.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 26,328 shares
    Change vs previous 13F -24,446 shares

    0.8% of the 13F portfolio, value $5,670,246.

    13F-HR 0001765380-25-000017 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 50,774 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $11,707,999.

    13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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