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SOA Wealth Advisors, LLC.: IJH position timeline

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

SOA Wealth Advisors, LLC. held 43,413 IJH 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 43,413 shares
    Change vs previous 13F -4,115 shares

    0.56% of the 13F portfolio, value $3,347,604.

    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 47,528 shares
    Change vs previous 13F -726 shares

    0.61% of the 13F portfolio, value $3,209,575.

    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 48,254 shares
    Change vs previous 13F -2,696 shares

    0.54% of the 13F portfolio, value $3,184,731.

    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 50,950 shares
    Change vs previous 13F -7,028 shares

    0.57% of the 13F portfolio, value $3,324,998.

    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 57,978 shares
    Change vs previous 13F -5,927 shares

    0.68% of the 13F portfolio, value $3,595,798.

    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 63,905 shares
    Change vs previous 13F -314 shares

    0.78% of the 13F portfolio, value $3,728,877.

    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 64,219 shares
    Change vs previous 13F -2,150 shares

    0.74% of the 13F portfolio, value $4,001,512.

    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 66,369 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,136,086.

    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).