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SOA Wealth Advisors, LLC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on AAPL, newest first. How the timeline and the estimate are built.

SOA Wealth Advisors, LLC. held 232,277 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,277 shares
    Change vs previous 13F -15,265 shares

    10.12% of the 13F portfolio, value $60,148,437.

    13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, 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 247,542 shares
    Change vs previous 13F -16,936 shares

    10.02% of the 13F portfolio, value $53,050,475.

    13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, 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 264,478 shares
    Change vs previous 13F -2,269 shares

    10.37% of the 13F portfolio, value $61,429,148.

    13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, 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 266,747 shares
    Change vs previous 13F -888 shares

    9.96% of the 13F portfolio, value $58,116,257.

    13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, 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 267,635 shares
    Change vs previous 13F -1,980 shares

    8.83% of the 13F portfolio, value $47,017,349.

    13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, 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 269,615 shares
    Change vs previous 13F +30,564 shares

    10.44% of the 13F portfolio, value $50,003,014.

    13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, 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/A 239,051 shares
    Change vs previous 13F -3,180 shares

    11.03% of the 13F portfolio, value $59,863,027.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 242,231 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $56,439,819.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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