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Disclosery

ZEGA Investments, LLC: SOXY position timeline

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

ZEGA Investments, LLC held 18,727 SOXY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,727 shares
    Change vs previous 13F -3,320 shares

    0.36% of the 13F portfolio, value $2,140,424.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 22,047 shares
    Change vs previous 13F +153 shares

    0.26% of the 13F portfolio, value $1,393,559.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, 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 21,894 shares
    Change vs previous 13F +7,327 shares

    0.25% of the 13F portfolio, value $1,301,692.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, LLC
    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 14,567 shares
    Change vs previous 13F +3,477 shares

    0.19% of the 13F portfolio, value $822,030.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, LLC
    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 11,090 shares
    Change vs previous 13F +2,887 shares

    0.15% of the 13F portfolio, value $582,751.

    13F-HR 0001172661-25-002913 filed by ZEGA Investments, LLC
    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 8,203 shares
    Change vs previous 13F +1,731 shares

    0.1% of the 13F portfolio, value $350,338.

    13F-HR 0001172661-25-001796 filed by ZEGA Investments, LLC
    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 6,472 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $340,709.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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