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Walser Wealth Management Company, A Ltd Liability Co: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walser Wealth Management Company, A Ltd Liability Co on SOXX, newest first. How the timeline and the estimate are built.

Walser Wealth Management Company, A Ltd Liability Co held 500 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 500 shares
    Change vs previous 13F -106 shares

    0.11% of the 13F portfolio, value $284,168.

    13F-HR 0002112280-26-000011 filed by Walser Wealth Management Company, A Ltd Liability Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 606 shares
    Change vs previous 13F +606 shares

    0.16% of the 13F portfolio, value $388,129.

    13F-HR 0002112280-26-000010 filed by Walser Wealth Management Company, A Ltd Liability Co
    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 0 shares
    Change vs previous 13F -1,196 shares

    13F-HR 0002112280-26-000009 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 1,196 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $360,119.

    13F-HR 0002112280-26-000001 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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