SOA Wealth Advisors, LLC.: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on BA, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 1,353 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,353 sharesChange vs previous 13F -293 shares
0.05% of the 13F portfolio, value $292,884.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,646 sharesChange vs previous 13F +280 shares
0.06% of the 13F portfolio, value $327,603.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,366 sharesChange vs previous 13F -33 shares
0.05% of the 13F portfolio, value $296,586.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,399 sharesChange vs previous 13F +23 shares
0.05% of the 13F portfolio, value $301,946.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,376 sharesChange vs previous 13F -377 shares
0.05% of the 13F portfolio, value $288,313.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,753 sharesChange vs previous 13F -60 shares
0.06% of the 13F portfolio, value $298,974.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 1,813 sharesChange vs previous 13F -188 shares
0.06% of the 13F portfolio, value $320,901.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 2,001 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $304,232.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).