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SOA Wealth Advisors, LLC.: IJR position timeline

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

SOA Wealth Advisors, LLC. held 22,895 IJR 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 22,895 shares
    Change vs previous 13F -2,184 shares

    0.57% of the 13F portfolio, value $3,395,540.

    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 25,079 shares
    Change vs previous 13F -1,241 shares

    0.59% of the 13F portfolio, value $3,117,590.

    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 26,320 shares
    Change vs previous 13F -1,140 shares

    0.53% of the 13F portfolio, value $3,163,159.

    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 27,460 shares
    Change vs previous 13F -1,440 shares

    0.56% of the 13F portfolio, value $3,263,116.

    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 28,900 shares
    Change vs previous 13F -1,511 shares

    0.59% of the 13F portfolio, value $3,158,472.

    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 30,411 shares
    Change vs previous 13F -207 shares

    0.66% of the 13F portfolio, value $3,180,039.

    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 30,618 shares
    Change vs previous 13F -766 shares

    0.65% of the 13F portfolio, value $3,527,793.

    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 31,384 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,670,650.

    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).