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Disclosery

SOA Wealth Advisors, LLC.: FIW position timeline

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

SOA Wealth Advisors, LLC. held 0 FIW shares at 2025-03-31 per its 13F-HR filed 2025-04-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -358 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 358 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $36,580.

    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).

  3. period ended2024-09-30
    13F/A 358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,087.

    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).