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Southeast Asset Advisors, LLC: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Southeast Asset Advisors, LLC on SOXX, newest first. How the timeline and the estimate are built.

Southeast Asset Advisors, LLC held 754 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 754 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $483,133.

    13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 745 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $244,852.

    13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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