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SOA Wealth Advisors, LLC.: IVE position timeline

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

SOA Wealth Advisors, LLC. held 5,436 IVE 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 5,436 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,234,298.

    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 5,436 shares
    Change vs previous 13F -280 shares

    0.22% of the 13F portfolio, value $1,147,811.

    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 5,716 shares
    Change vs previous 13F -1,009 shares

    0.2% of the 13F portfolio, value $1,212,192.

    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 6,725 shares
    Change vs previous 13F -167 shares

    0.24% of the 13F portfolio, value $1,388,831.

    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 6,892 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $1,346,833.

    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 6,879 shares
    Change vs previous 13F -127 shares

    0.27% of the 13F portfolio, value $1,310,951.

    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 7,006 shares
    Change vs previous 13F -305 shares

    0.25% of the 13F portfolio, value $1,337,270.

    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 7,311 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,441,422.

    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).