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Socha Financial Group, LLC: FXL position timeline

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

Socha Financial Group, LLC held 14,414 FXL 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 14,414 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $3,131,009.

    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 14,414 shares
    Change vs previous 13F -365 shares

    1.16% of the 13F portfolio, value $2,289,952.

    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 14,779 shares
    Change vs previous 13F -781 shares

    1.21% of the 13F portfolio, value $2,487,010.

    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 15,560 shares
    Change vs previous 13F -832 shares

    1.1% of the 13F portfolio, value $2,613,924.

    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 16,392 shares
    Change vs previous 13F -2,232 shares

    1.15% of the 13F portfolio, value $2,579,406.

    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 18,624 shares
    Change vs previous 13F -8,681 shares

    1.2% of the 13F portfolio, value $2,463,024.

    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 27,305 shares
    Change vs previous 13F -9,146 shares

    1.9% of the 13F portfolio, value $4,056,158.

    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 36,451 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $5,053,749.

    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).