Skip to content
Disclosery

Telos Capital Management, Inc.: SOXX position timeline

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

Telos Capital Management, Inc. held 4,211 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,211 shares
    Change vs previous 13F -365 shares

    0.24% of the 13F portfolio, value $2,698,241.

    13F-HR 0001567889-26-000004 filed by Telos Capital Management, Inc.
    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 4,576 shares
    Change vs previous 13F -188 shares

    0.14% of the 13F portfolio, value $1,503,949.

    13F-HR 0001567889-26-000002 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,764 shares
    Change vs previous 13F -15 shares

    0.13% of the 13F portfolio, value $1,434,679.

    13F-HR 0001567889-26-000001 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,779 shares
    Change vs previous 13F -432 shares

    0.12% of the 13F portfolio, value $1,295,683.

    13F-HR 0001567889-25-000005 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,211 shares
    Change vs previous 13F +127 shares

    0.13% of the 13F portfolio, value $1,243,866.

    13F-HR 0001567889-25-000004 filed by Telos Capital Management, Inc.
    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 5,084 shares
    Change vs previous 13F +279 shares

    0.1% of the 13F portfolio, value $956,657.

    13F-HR 0001567889-25-000003 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,805 shares
    Change vs previous 13F +82 shares

    0.11% of the 13F portfolio, value $1,035,430.

    13F-HR 0001567889-25-000001 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,723 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,089,077.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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