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SOA Wealth Advisors, LLC.: IJT position timeline

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

SOA Wealth Advisors, LLC. held 35,464 IJT 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 35,464 shares
    Change vs previous 13F -6,612 shares

    1.07% of the 13F portfolio, value $6,333,786.

    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 42,076 shares
    Change vs previous 13F -1,821 shares

    1.15% of the 13F portfolio, value $6,088,761.

    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 43,897 shares
    Change vs previous 13F -2,452 shares

    1.05% of the 13F portfolio, value $6,196,439.

    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 46,349 shares
    Change vs previous 13F -3,439 shares

    1.12% of the 13F portfolio, value $6,558,331.

    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 49,788 shares
    Change vs previous 13F -7,235 shares

    1.24% of the 13F portfolio, value $6,623,857.

    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 57,023 shares
    Change vs previous 13F -384 shares

    1.48% of the 13F portfolio, value $7,099,389.

    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 57,407 shares
    Change vs previous 13F -1,057 shares

    1.43% of the 13F portfolio, value $7,771,153.

    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 58,464 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $8,155,186.

    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).