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Disclosery

Sunbelt Securities, Inc.: SOXX position timeline

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

Sunbelt Securities, Inc. held 7,705 SOXX shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,705 shares
    Change vs previous 13F +2,356 shares

    0.16% of the 13F portfolio, value $2,532,428.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,349 shares
    Change vs previous 13F -177 shares

    0.11% of the 13F portfolio, value $1,610,932.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    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 5,526 shares
    Change vs previous 13F -117 shares

    0.1% of the 13F portfolio, value $1,498,208.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    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 5,643 shares
    Change vs previous 13F +243 shares

    0.11% of the 13F portfolio, value $1,215,911.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    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 5,400 shares
    Change vs previous 13F -201 shares

    0.09% of the 13F portfolio, value $1,016,083.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    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 5,601 shares
    Change vs previous 13F -1,209 shares

    0.11% of the 13F portfolio, value $1,216,885.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    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 6,810 shares
    Change vs previous 13F -1,350 shares

    0.15% of the 13F portfolio, value $1,570,324.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 8,160 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,012,613.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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