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Private Advisor Group, LLC: SOXX position timeline

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

Private Advisor Group, LLC held 34,854 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,854 shares
    Change vs previous 13F -4,365 shares

    0.1% of the 13F portfolio, value $22,333,004.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 39,219 shares
    Change vs previous 13F +2,009 shares

    0.06% of the 13F portfolio, value $12,889,831.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 37,210 shares
    Change vs previous 13F +1,834 shares

    0.05% of the 13F portfolio, value $11,205,790.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 35,376 shares
    Change vs previous 13F +475 shares

    0.05% of the 13F portfolio, value $9,591,119.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 34,901 shares
    Change vs previous 13F -1,244 shares

    0.04% of the 13F portfolio, value $8,330,977.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 36,145 shares
    Change vs previous 13F -2,031 shares

    0.04% of the 13F portfolio, value $6,801,400.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 38,176 shares
    Change vs previous 13F +751 shares

    0.05% of the 13F portfolio, value $8,226,360.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 37,425 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,629,851.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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