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Disclosery

Vision Retirement, LLC: SOXX position timeline

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

Vision Retirement, LLC held 10,964 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,964 shares
    Change vs previous 13F +217 shares

    1.7% of the 13F portfolio, value $7,025,186.

    13F-HR 0002069023-26-000003 filed by Vision Retirement, LLC
    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 10,747 shares
    Change vs previous 13F +663 shares

    1% of the 13F portfolio, value $3,532,131.

    13F-HR 0002069023-26-000001 filed by Vision Retirement, LLC
    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 10,084 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,036,791.

    13F-HR 0002069023-26-000002 filed by Vision Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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