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SOA Wealth Advisors, LLC.: IYH position timeline

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

SOA Wealth Advisors, LLC. held 14,870 IYH 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 14,870 shares
    Change vs previous 13F -470 shares

    0.17% of the 13F portfolio, value $996,436.

    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 15,340 shares
    Change vs previous 13F -76 shares

    0.18% of the 13F portfolio, value $945,535.

    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 15,416 shares
    Change vs previous 13F -1,938 shares

    0.17% of the 13F portfolio, value $1,003,562.

    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 17,354 shares
    Change vs previous 13F -2,571 shares

    0.17% of the 13F portfolio, value $1,019,015.

    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 19,925 shares
    Change vs previous 13F -297 shares

    0.21% of the 13F portfolio, value $1,125,350.

    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 20,222 shares
    Change vs previous 13F -180 shares

    0.26% of the 13F portfolio, value $1,231,316.

    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 20,402 shares
    Change vs previous 13F -217 shares

    0.22% of the 13F portfolio, value $1,188,828.

    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 20,619 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,340,222.

    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).