SCHNIEDERS CAPITAL MANAGEMENT LLC: SOXX position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT LLC held 3,495 SOXX shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

period ended2025-06-30
13F 3,495 shares
Change vs previous 13F +1,770 shares
0.15% of the 13F portfolio, value $834,257.
13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,725 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $324,593.
13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).