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Disclosery

Wedmont Private Capital: SOXX position timeline

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

Wedmont Private Capital held 982 SOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 982 shares
    Change vs previous 13F -2,468 shares

    0.01% of the 13F portfolio, value $553,317.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,450 shares
    Change vs previous 13F +496 shares

    0.06% of the 13F portfolio, value $2,005,358.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 2,954 shares
    Change vs previous 13F +1,550 shares

    0.04% of the 13F portfolio, value $1,094,046.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 1,404 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $456,161.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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