Skip to content
Disclosery

SOA Wealth Advisors, LLC.: IWY position timeline

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

SOA Wealth Advisors, LLC. held 208,928 IWY 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 208,928 shares
    Change vs previous 13F +1,980 shares

    10.22% of the 13F portfolio, value $60,718,758.

    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 206,948 shares
    Change vs previous 13F -43,321 shares

    9.72% of the 13F portfolio, value $51,496,993.

    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 250,269 shares
    Change vs previous 13F -1,350 shares

    11.7% of the 13F portfolio, value $69,310,319.

    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 251,619 shares
    Change vs previous 13F +2,902 shares

    11.81% of the 13F portfolio, value $68,855,459.

    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 248,717 shares
    Change vs previous 13F +13,515 shares

    11.52% of the 13F portfolio, value $61,311,311.

    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 235,202 shares
    Change vs previous 13F -62,088 shares

    10.36% of the 13F portfolio, value $49,613,417.

    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 297,290 shares
    Change vs previous 13F +825 shares

    12.88% of the 13F portfolio, value $69,943,510.

    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 296,465 shares
    Change vs previous 13F not available

    12.44% of the 13F portfolio, value $65,237,149.

    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).