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SOA Wealth Advisors, LLC.: FNDF position timeline

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

SOA Wealth Advisors, LLC. held 289,623 FNDF 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 289,623 shares
    Change vs previous 13F +9,992 shares

    2.57% of the 13F portfolio, value $15,280,500.

    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 279,631 shares
    Change vs previous 13F -659 shares

    2.58% of the 13F portfolio, value $13,682,338.

    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 280,290 shares
    Change vs previous 13F +4,332 shares

    2.14% of the 13F portfolio, value $12,671,903.

    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 275,958 shares
    Change vs previous 13F -4,400 shares

    2.03% of the 13F portfolio, value $11,855,154.

    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 280,358 shares
    Change vs previous 13F -30,339 shares

    2.11% of the 13F portfolio, value $11,219,914.

    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 310,697 shares
    Change vs previous 13F -6,248 shares

    2.34% of the 13F portfolio, value $11,228,601.

    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 316,945 shares
    Change vs previous 13F +53,290 shares

    1.94% of the 13F portfolio, value $10,525,755.

    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 263,655 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $9,852,800.

    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).