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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

  1. period ended2026-06-30
    13F 585,575 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 401,735 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 370,680 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 329,072 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,447 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,790 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 47,300 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).