Skip to content
Disclosery

Socha Financial Group, LLC: CAPE position timeline

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

Socha Financial Group, LLC held 47,241 CAPE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,241 shares
    Change vs previous 13F -4,561 shares

    0.62% of the 13F portfolio, value $1,532,385.

    13F-HR 0001967966-26-000003 filed by Socha Financial 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 51,802 shares
    Change vs previous 13F -7,826 shares

    0.81% of the 13F portfolio, value $1,598,247.

    13F-HR 0001967966-26-000002 filed by Socha Financial 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 59,628 shares
    Change vs previous 13F -24,062 shares

    0.94% of the 13F portfolio, value $1,922,168.

    13F-HR 0001967966-26-000001 filed by Socha Financial 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 83,690 shares
    Change vs previous 13F -13,245 shares

    1.15% of the 13F portfolio, value $2,726,612.

    13F-HR 0001967966-25-000006 filed by Socha Financial 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 96,935 shares
    Change vs previous 13F -16,412 shares

    1.37% of the 13F portfolio, value $3,083,502.

    13F-HR 0001967966-25-000004 filed by Socha Financial 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 113,347 shares
    Change vs previous 13F -114,978 shares

    1.68% of the 13F portfolio, value $3,444,615.

    13F-HR 0001967966-25-000003 filed by Socha Financial 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 228,325 shares
    Change vs previous 13F -1,623,516 shares

    3.21% of the 13F portfolio, value $6,842,215.

    13F-HR 0001967966-25-000001 filed by Socha Financial 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 1,851,841 shares
    Change vs previous 13F not available

    23.77% of the 13F portfolio, value $54,795,975.

    13F-HR 0001967966-24-000007 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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