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SOA Wealth Advisors, LLC.: ED position timeline

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

SOA Wealth Advisors, LLC. held 13,956 ED 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 13,956 shares
    Change vs previous 13F -85 shares

    0.26% of the 13F portfolio, value $1,543,970.

    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 14,041 shares
    Change vs previous 13F +13 shares

    0.3% of the 13F portfolio, value $1,589,172.

    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 14,028 shares
    Change vs previous 13F -74 shares

    0.24% of the 13F portfolio, value $1,393,286.

    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 14,102 shares
    Change vs previous 13F +361 shares

    0.24% of the 13F portfolio, value $1,417,532.

    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 13,741 shares
    Change vs previous 13F -362 shares

    0.26% of the 13F portfolio, value $1,378,909.

    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 14,103 shares
    Change vs previous 13F -2,825 shares

    0.33% of the 13F portfolio, value $1,559,635.

    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 16,928 shares
    Change vs previous 13F -3,220 shares

    0.28% of the 13F portfolio, value $1,510,528.

    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 20,148 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,097,960.

    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).