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Disclosery

New York Life Investment Management LLC: SOXX position timeline

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

New York Life Investment Management LLC held 1,452 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,452 shares
    Change vs previous 13F -12,148 shares

    0.01% of the 13F portfolio, value $930,384.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 13,600 shares
    Change vs previous 13F -15,957 shares

    0.04% of the 13F portfolio, value $4,469,776.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 29,557 shares
    Change vs previous 13F +15,809 shares

    0.08% of the 13F portfolio, value $8,901,039.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 13,748 shares
    Change vs previous 13F +6,862 shares

    0.03% of the 13F portfolio, value $3,727,358.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 6,886 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,643,688.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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