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Disclosery

SPINNAKER TRUST: SOXX position timeline

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

SPINNAKER TRUST held 31,334 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,334 shares
    Change vs previous 13F +3,431 shares

    0.97% of the 13F portfolio, value $20,077,574.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 27,903 shares
    Change vs previous 13F +317 shares

    0.51% of the 13F portfolio, value $9,170,600.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,586 shares
    Change vs previous 13F +417 shares

    0.44% of the 13F portfolio, value $8,307,524.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,169 shares
    Change vs previous 13F +722 shares

    0.41% of the 13F portfolio, value $7,366,059.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,447 shares
    Change vs previous 13F +974 shares

    0.38% of the 13F portfolio, value $6,312,899.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,473 shares
    Change vs previous 13F +1,325 shares

    0.31% of the 13F portfolio, value $4,793,254.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 24,148 shares
    Change vs previous 13F +2,948 shares

    0.33% of the 13F portfolio, value $5,203,653.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,200 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,888,508.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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