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Disclosery

Somerset Trust Co: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Somerset Trust Co on SOXX, newest first. How the timeline and the estimate are built.

Somerset Trust Co held 3,881 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,881 shares
    Change vs previous 13F +215 shares

    0.62% of the 13F portfolio, value $2,206,892.

    13F-HR 0001597099-26-000006 filed by Somerset Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,666 shares
    Change vs previous 13F +421 shares

    0.66% of the 13F portfolio, value $2,349,026.

    13F-HR 0001597099-26-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,245 shares
    Change vs previous 13F +120 shares

    0.33% of the 13F portfolio, value $1,066,502.

    13F-HR 0001597099-26-000002 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,125 shares
    Change vs previous 13F +128 shares

    0.29% of the 13F portfolio, value $941,094.

    13F-HR 0001597099-26-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,997 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $812,547.

    13F-HR 0001597099-25-000006 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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