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Disclosery

Wall Street Financial Group, Inc.: SOXX position timeline

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

Wall Street Financial Group, Inc. held 14,168 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,168 shares
    Change vs previous 13F -2,585 shares

    4.85% of the 13F portfolio, value $9,078,367.

    13F-HR 0001754960-26-000495 filed by Wall Street Financial Group, 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 16,753 shares
    Change vs previous 13F -1,120 shares

    3.26% of the 13F portfolio, value $5,505,969.

    13F-HR 0001754960-26-000363 filed by Wall Street Financial Group, 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 17,873 shares
    Change vs previous 13F -572 shares

    3.92% of the 13F portfolio, value $5,382,067.

    13F-HR 0001754960-26-000083 filed by Wall Street Financial Group, 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 18,445 shares
    Change vs previous 13F -53 shares

    3.67% of the 13F portfolio, value $5,000,887.

    13F-HR 0001754960-26-000082 filed by Wall Street Financial Group, 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 18,498 shares
    Change vs previous 13F -7,882 shares

    3.98% of the 13F portfolio, value $4,415,507.

    13F-HR 0001754960-26-000081 filed by Wall Street Financial Group, 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 26,380 shares
    Change vs previous 13F -1,562 shares

    5.14% of the 13F portfolio, value $4,963,880.

    13F-HR 0001754960-25-000249 filed by Wall Street Financial Group, 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 27,942 shares
    Change vs previous 13F +3,864 shares

    5.88% of the 13F portfolio, value $6,021,143.

    13F-HR 0001754960-25-000039 filed by Wall Street Financial Group, 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 24,078 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $5,552,132.

    13F-HR 0001754960-24-000490 filed by Wall Street Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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