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TOTH FINANCIAL ADVISORY CORP: SSO position timeline

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

TOTH FINANCIAL ADVISORY CORP held 229,281 SSO 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 229,281 shares
    Change vs previous 13F +663 shares

    1.59% of the 13F portfolio, value $15,896,056.

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

  2. period ended2026-06-30
    13F 228,618 shares
    Change vs previous 13F -3,668 shares

    1.5% of the 13F portfolio, value $15,404,303.

    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 232,286 shares
    Change vs previous 13F -16,856 shares

    1.32% of the 13F portfolio, value $12,050,973.

    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 249,142 shares
    Change vs previous 13F +109,379 shares

    1.57% of the 13F portfolio, value $14,430,324.

    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 139,763 shares
    Change vs previous 13F -4,857 shares

    1.69% of the 13F portfolio, value $15,671,649.

    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 144,620 shares
    Change vs previous 13F +4,656 shares

    1.65% of the 13F portfolio, value $14,132,311.

    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 139,964 shares
    Change vs previous 13F -3,701 shares

    1.4% of the 13F portfolio, value $11,586,193.

    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 143,665 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $13,290,416.

    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).