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SOA Wealth Advisors, LLC.: EFIV position timeline

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

SOA Wealth Advisors, LLC. held 165,919 EFIV 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 165,919 shares
    Change vs previous 13F -3,033 shares

    2.03% of the 13F portfolio, value $12,087,395.

    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 168,952 shares
    Change vs previous 13F -32,152 shares

    2.01% of the 13F portfolio, value $10,662,993.

    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 201,104 shares
    Change vs previous 13F +2,865 shares

    2.25% of the 13F portfolio, value $13,303,045.

    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 198,239 shares
    Change vs previous 13F +5,108 shares

    2.16% of the 13F portfolio, value $12,606,013.

    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 193,131 shares
    Change vs previous 13F +37,692 shares

    2.12% of the 13F portfolio, value $11,307,817.

    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 155,439 shares
    Change vs previous 13F +17,969 shares

    1.74% of the 13F portfolio, value $8,315,962.

    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 137,470 shares
    Change vs previous 13F +37,880 shares

    1.43% of the 13F portfolio, value $7,764,327.

    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 99,590 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,553,163.

    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).