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SOA Wealth Advisors, LLC.: ESGD position timeline

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

SOA Wealth Advisors, LLC. held 26,667 ESGD 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 26,667 shares
    Change vs previous 13F -1,256 shares

    0.46% of the 13F portfolio, value $2,741,606.

    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 27,923 shares
    Change vs previous 13F -1,183 shares

    0.5% of the 13F portfolio, value $2,670,005.

    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 29,106 shares
    Change vs previous 13F +10 shares

    0.47% of the 13F portfolio, value $2,767,712.

    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 29,096 shares
    Change vs previous 13F -195 shares

    0.46% of the 13F portfolio, value $2,705,313.

    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 29,291 shares
    Change vs previous 13F -255 shares

    0.49% of the 13F portfolio, value $2,613,314.

    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 29,546 shares
    Change vs previous 13F -42,419 shares

    0.5% of the 13F portfolio, value $2,413,583.

    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 71,965 shares
    Change vs previous 13F -1,306 shares

    1.01% of the 13F portfolio, value $5,479,409.

    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 73,271 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $6,167,256.

    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).