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SOA Wealth Advisors, LLC.: DSI position timeline

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

SOA Wealth Advisors, LLC. held 12,062 DSI 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 12,062 shares
    Change vs previous 13F +62 shares

    0.29% of the 13F portfolio, value $1,717,474.

    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 12,000 shares
    Change vs previous 13F -574 shares

    0.27% of the 13F portfolio, value $1,454,252.

    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 12,574 shares
    Change vs previous 13F -70 shares

    0.27% of the 13F portfolio, value $1,619,947.

    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 12,644 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $1,592,553.

    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 12,643 shares
    Change vs previous 13F -35 shares

    0.28% of the 13F portfolio, value $1,468,641.

    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 12,678 shares
    Change vs previous 13F -36,437 shares

    0.27% of the 13F portfolio, value $1,298,353.

    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 49,115 shares
    Change vs previous 13F -1,366 shares

    1% of the 13F portfolio, value $5,414,906.

    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 50,481 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,491,880.

    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).