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SOA Wealth Advisors, LLC.: HDV position timeline

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

SOA Wealth Advisors, LLC. held 55,349 HDV 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 55,349 shares
    Change vs previous 13F +43,846 shares

    0.26% of the 13F portfolio, value $1,517,121.

    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 11,503 shares
    Change vs previous 13F -1,341 shares

    0.29% of the 13F portfolio, value $1,561,242.

    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 12,844 shares
    Change vs previous 13F -264 shares

    0.26% of the 13F portfolio, value $1,561,942.

    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 13,108 shares
    Change vs previous 13F -82 shares

    0.28% of the 13F portfolio, value $1,605,081.

    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 13,190 shares
    Change vs previous 13F -1,888 shares

    0.29% of the 13F portfolio, value $1,545,513.

    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 15,078 shares
    Change vs previous 13F -136 shares

    0.38% of the 13F portfolio, value $1,826,247.

    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 15,214 shares
    Change vs previous 13F -41 shares

    0.31% of the 13F portfolio, value $1,707,868.

    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 15,255 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,794,290.

    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).