SOA Wealth Advisors, LLC.: FPF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on FPF, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 770 FPF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 770 sharesChange vs previous 13F +17 shares
<0.01% of the 13F portfolio, value $13,999.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 753 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $13,281.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 737 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $13,738.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 721 sharesChange vs previous 13F +15 shares
<0.01% of the 13F portfolio, value $13,807.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 706 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $13,281.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 690 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $12,681.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 674 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $12,140.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 660 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $12,888.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).