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SOA Wealth Advisors, LLC.: IWM position timeline

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

SOA Wealth Advisors, LLC. held 98,967 IWM 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 98,967 shares
    Change vs previous 13F +15,147 shares

    0.38% of the 13F portfolio, value $2,252,255.

    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 83,820 shares
    Change vs previous 13F +38 shares

    0.26% of the 13F portfolio, value $1,371,801.

    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 83,782 shares
    Change vs previous 13F +17,557 shares

    0.23% of the 13F portfolio, value $1,353,050.

    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 66,225 shares
    Change vs previous 13F +91 shares

    0.2% of the 13F portfolio, value $1,186,363.

    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 66,134 shares
    Change vs previous 13F -79,302 shares

    0.2% of the 13F portfolio, value $1,045,058.

    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 145,436 shares
    Change vs previous 13F +140,595 shares

    0.23% of the 13F portfolio, value $1,114,184.

    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 4,841 shares
    Change vs previous 13F +552 shares

    0.2% of the 13F portfolio, value $1,069,630.

    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 4,289 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $947,333.

    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).