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SOA Wealth Advisors, LLC.: IWS position timeline

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

SOA Wealth Advisors, LLC. held 0 IWS shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,193 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,193 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $166,601.

    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).

  3. period ended2025-06-30
    13F 1,188 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $156,983.

    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).

  4. period ended2025-03-31
    13F 1,184 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $149,086.

    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).

  5. period ended2024-12-31
    13F/A 1,179 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $152,529.

    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).

  6. period ended2024-09-30
    13F/A 1,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $155,261.

    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).