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SOA Wealth Advisors, LLC.: DVY position timeline

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

SOA Wealth Advisors, LLC. held 61,205 DVY 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 61,205 shares
    Change vs previous 13F -2,215 shares

    1.61% of the 13F portfolio, value $9,566,391.

    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 63,420 shares
    Change vs previous 13F -1,730 shares

    1.81% of the 13F portfolio, value $9,602,476.

    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 65,150 shares
    Change vs previous 13F +2,395 shares

    1.55% of the 13F portfolio, value $9,195,270.

    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 62,755 shares
    Change vs previous 13F -6,937 shares

    1.53% of the 13F portfolio, value $8,917,512.

    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 69,692 shares
    Change vs previous 13F -3,894 shares

    1.74% of the 13F portfolio, value $9,255,848.

    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 73,586 shares
    Change vs previous 13F -351 shares

    2.06% of the 13F portfolio, value $9,881,910.

    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 73,937 shares
    Change vs previous 13F -2,056 shares

    1.79% of the 13F portfolio, value $9,707,201.

    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 75,993 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $10,264,352.

    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).