SOA Wealth Advisors, LLC.: GRNY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on GRNY, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 585,575 GRNY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 585,575 sharesChange vs previous 13F +183,840 shares
2.72% of the 13F portfolio, value $16,191,141.
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 401,735 sharesChange vs previous 13F +31,055 shares
1.81% of the 13F portfolio, value $9,589,415.
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 370,680 sharesChange vs previous 13F +41,608 shares
1.55% of the 13F portfolio, value $9,178,032.
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 329,072 sharesChange vs previous 13F +256,625 shares
1.41% of the 13F portfolio, value $8,223,521.
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 72,447 sharesChange vs previous 13F +17,657 shares
0.31% of the 13F portfolio, value $1,643,098.
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 54,790 sharesChange vs previous 13F +7,490 shares
0.21% of the 13F portfolio, value $995,808.
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 47,300 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $944,108.
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).