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WBI INVESTMENTS, LLC: SOXQ position timeline

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

WBI INVESTMENTS, LLC held 10,195 SOXQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,195 shares
    Change vs previous 13F +290 shares

    0.28% of the 13F portfolio, value $1,142,886.

    13F-HR 0001397424-26-000004 filed by WBI 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 9,905 shares
    Change vs previous 13F -40,942 shares

    0.16% of the 13F portfolio, value $591,346.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 9,905 shares
    • MILLINGTON SECURITIES, LLC: 9,905 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 50,847 shares
    Change vs previous 13F +4,541 shares

    0.74% of the 13F portfolio, value $2,835,744.

    13F-HR 0001397424-26-000001 filed by WBI 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 46,306 shares
    Change vs previous 13F +15,232 shares

    0.59% of the 13F portfolio, value $2,320,850.

    13F-HR 0001397424-25-000011 filed by WBI 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 31,074 shares
    Change vs previous 13F +12,848 shares

    0.35% of the 13F portfolio, value $1,356,673.

    13F-HR 0001397424-25-000008 filed by WBI 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 18,226 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $613,292.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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