Skip to content
Disclosery

SOA Wealth Advisors, LLC.: ICF position timeline

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

SOA Wealth Advisors, LLC. held 68,979 ICF 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 68,979 shares
    Change vs previous 13F +10,241 shares

    0.78% of the 13F portfolio, value $4,665,067.

    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 58,738 shares
    Change vs previous 13F +1,375 shares

    0.69% of the 13F portfolio, value $3,635,294.

    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 57,363 shares
    Change vs previous 13F +2,322 shares

    0.58% of the 13F portfolio, value $3,422,832.

    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 55,041 shares
    Change vs previous 13F +129 shares

    0.58% of the 13F portfolio, value $3,391,651.

    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 54,912 shares
    Change vs previous 13F +3,470 shares

    0.63% of the 13F portfolio, value $3,358,441.

    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 51,442 shares
    Change vs previous 13F -572 shares

    0.66% of the 13F portfolio, value $3,165,201.

    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 52,014 shares
    Change vs previous 13F +1,824 shares

    0.58% of the 13F portfolio, value $3,134,390.

    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 50,190 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,308,002.

    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).