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Disclosery

SOL Capital Management CO: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOL Capital Management CO on IBB, newest first. How the timeline and the estimate are built.

SOL Capital Management CO held 0 IBB shares at 2026-03-31 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -25,286 shares

    13F-HR/A 0001339270-26-000003 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 25,286 shares
    Change vs previous 13F -4,053 shares

    0.38% of the 13F portfolio, value $4,268,000.

    13F-HR 0001339270-26-000001 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 29,339 shares
    Change vs previous 13F -7,168 shares

    0.38% of the 13F portfolio, value $4,236,000.

    13F-HR 0001339270-25-000012 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 36,507 shares
    Change vs previous 13F -1,373 shares

    0.45% of the 13F portfolio, value $4,618,000.

    13F-HR 0001339270-25-000003 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 37,880 shares
    Change vs previous 13F +5,925 shares

    0.53% of the 13F portfolio, value $4,845,000.

    13F-HR 0001339270-25-000002 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 31,955 shares
    Change vs previous 13F -3,210 shares

    0.47% of the 13F portfolio, value $4,225,000.

    13F-HR 0001339270-25-000001 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 35,165 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,120,000.

    13F-HR 0001339270-24-000006 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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