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Disclosery

HighTower Trust Company, N.A.: SOXL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Trust Company, N.A. on SOXL, newest first. How the timeline and the estimate are built.

HighTower Trust Company, N.A. held 14,750 SOXL shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 14,750 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $207,238.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 14,750 shares
    Change vs previous 13F +4,250 shares

    0.01% of the 13F portfolio, value $130,685.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 10,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $93,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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