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TOTH FINANCIAL ADVISORY CORP: SOXX position timeline

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

TOTH FINANCIAL ADVISORY CORP held 34,874 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,874 shares
    Change vs previous 13F -1,029 shares

    1.98% of the 13F portfolio, value $19,830,976.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,903 shares
    Change vs previous 13F -2,651 shares

    2.25% of the 13F portfolio, value $23,004,946.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,554 shares
    Change vs previous 13F -1,050 shares

    1.39% of the 13F portfolio, value $12,671,163.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 39,604 shares
    Change vs previous 13F -600 shares

    1.3% of the 13F portfolio, value $11,926,639.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,204 shares
    Change vs previous 13F +8,501 shares

    1.18% of the 13F portfolio, value $10,900,036.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,703 shares
    Change vs previous 13F +2,403 shares

    0.88% of the 13F portfolio, value $7,567,506.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,300 shares
    Change vs previous 13F -14,483 shares

    0.66% of the 13F portfolio, value $5,513,413.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 43,783 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $9,434,901.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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