SOA Wealth Advisors, LLC.: IJS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on IJS, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 23,620 IJS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 23,620 sharesChange vs previous 13F -2,088 shares
0.54% of the 13F portfolio, value $3,228,320.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,708 sharesChange vs previous 13F -1,018 shares
0.57% of the 13F portfolio, value $3,045,132.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,726 sharesChange vs previous 13F -954 shares
0.51% of the 13F portfolio, value $3,039,305.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,680 sharesChange vs previous 13F -1,085 shares
0.52% of the 13F portfolio, value $3,061,113.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,765 sharesChange vs previous 13F -1,982 shares
0.54% of the 13F portfolio, value $2,861,811.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,747 sharesChange vs previous 13F -435 shares
0.63% of the 13F portfolio, value $2,997,194.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 31,182 sharesChange vs previous 13F -438 shares
0.62% of the 13F portfolio, value $3,386,661.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 31,620 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $3,404,213.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).