Skip to content
Disclosery

SOA Wealth Advisors, LLC.: IJK position timeline

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

SOA Wealth Advisors, LLC. held 63,642 IJK 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 63,642 shares
    Change vs previous 13F -15,218 shares

    1.26% of the 13F portfolio, value $7,477,933.

    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 78,860 shares
    Change vs previous 13F -1,528 shares

    1.5% of the 13F portfolio, value $7,934,903.

    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 80,388 shares
    Change vs previous 13F -4,198 shares

    1.32% of the 13F portfolio, value $7,787,939.

    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 84,586 shares
    Change vs previous 13F -13,693 shares

    1.39% of the 13F portfolio, value $8,110,923.

    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 98,279 shares
    Change vs previous 13F -23,981 shares

    1.68% of the 13F portfolio, value $8,941,467.

    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 122,260 shares
    Change vs previous 13F +2,762 shares

    2.13% of the 13F portfolio, value $10,181,853.

    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 119,498 shares
    Change vs previous 13F +1,478 shares

    2% of the 13F portfolio, value $10,865,945.

    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 118,020 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $10,849,544.

    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).