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SOA Wealth Advisors, LLC.: IWL position timeline

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

SOA Wealth Advisors, LLC. held 16,511 IWL 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 16,511 shares
    Change vs previous 13F -2,278 shares

    0.51% of the 13F portfolio, value $3,053,720.

    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 18,789 shares
    Change vs previous 13F -289 shares

    0.57% of the 13F portfolio, value $3,015,241.

    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 19,078 shares
    Change vs previous 13F -676 shares

    0.55% of the 13F portfolio, value $3,255,234.

    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 19,754 shares
    Change vs previous 13F -1,318 shares

    0.56% of the 13F portfolio, value $3,281,109.

    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 21,072 shares
    Change vs previous 13F +4,027 shares

    0.61% of the 13F portfolio, value $3,226,566.

    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 17,045 shares
    Change vs previous 13F +215 shares

    0.49% of the 13F portfolio, value $2,342,157.

    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 16,830 shares
    Change vs previous 13F +6,062 shares

    0.45% of the 13F portfolio, value $2,435,503.

    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 10,768 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,512,234.

    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).