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Disclosery

Spectrum Wealth Counsel, LLC: SOXX position timeline

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

Spectrum Wealth Counsel, LLC held 300 SOXX shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 300 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $56,451.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 357 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $76,930.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 357 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $82,321.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 357 shares
    Change vs previous 13F -1,548 shares

    0.01% of the 13F portfolio, value $88,047.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,905 shares
    Change vs previous 13F -7,964 shares

    0.05% of the 13F portfolio, value $430,378.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 9,869 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,685,531.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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