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SOA Wealth Advisors, LLC.: DGRO position timeline

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

SOA Wealth Advisors, LLC. held 110,648 DGRO 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 110,648 shares
    Change vs previous 13F -2,805 shares

    1.41% of the 13F portfolio, value $8,386,014.

    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 113,453 shares
    Change vs previous 13F -31,258 shares

    1.5% of the 13F portfolio, value $7,962,096.

    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 144,711 shares
    Change vs previous 13F -2,490 shares

    1.7% of the 13F portfolio, value $10,045,848.

    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 147,201 shares
    Change vs previous 13F -9,038 shares

    1.72% of the 13F portfolio, value $10,021,422.

    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 156,239 shares
    Change vs previous 13F -18,584 shares

    1.88% of the 13F portfolio, value $9,989,896.

    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 174,823 shares
    Change vs previous 13F -2,419 shares

    2.26% of the 13F portfolio, value $10,800,562.

    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 177,242 shares
    Change vs previous 13F -5,283 shares

    2% of the 13F portfolio, value $10,872,052.

    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 182,525 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $11,442,470.

    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).