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
- period ended2026-06-3013F 14,414 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,414 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,779 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,560 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,392 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,624 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,305 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,451 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).