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SOA Wealth Advisors, LLC.: IEMG position timeline

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

SOA Wealth Advisors, LLC. held 214,017 IEMG 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 214,017 shares
    Change vs previous 13F +68,182 shares

    0.61% of the 13F portfolio, value $3,622,772.

    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 145,835 shares
    Change vs previous 13F -273 shares

    0.43% of the 13F portfolio, value $2,269,278.

    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 146,108 shares
    Change vs previous 13F +1,079 shares

    0.37% of the 13F portfolio, value $2,209,487.

    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 145,029 shares
    Change vs previous 13F -3,213 shares

    0.36% of the 13F portfolio, value $2,097,838.

    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 148,242 shares
    Change vs previous 13F +3,120 shares

    0.4% of the 13F portfolio, value $2,113,528.

    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 145,122 shares
    Change vs previous 13F +112,702 shares

    0.38% of the 13F portfolio, value $1,826,591.

    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 32,420 shares
    Change vs previous 13F -1,324 shares

    0.31% of the 13F portfolio, value $1,692,970.

    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 33,744 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,937,237.

    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).