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SOA Wealth Advisors, LLC.: IWX position timeline

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

SOA Wealth Advisors, LLC. held 30,132 IWX 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 30,132 shares
    Change vs previous 13F -1,977 shares

    0.53% of the 13F portfolio, value $3,168,655.

    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 32,109 shares
    Change vs previous 13F -603 shares

    0.56% of the 13F portfolio, value $2,975,573.

    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 32,712 shares
    Change vs previous 13F -365 shares

    0.51% of the 13F portfolio, value $3,004,914.

    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 33,077 shares
    Change vs previous 13F -795 shares

    0.5% of the 13F portfolio, value $2,906,831.

    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 33,872 shares
    Change vs previous 13F -3,911 shares

    0.54% of the 13F portfolio, value $2,851,707.

    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 37,783 shares
    Change vs previous 13F -1,266 shares

    0.65% of the 13F portfolio, value $3,105,026.

    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 39,049 shares
    Change vs previous 13F -2,451 shares

    0.57% of the 13F portfolio, value $3,086,006.

    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 41,500 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,372,695.

    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).