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SOA Wealth Advisors, LLC.: IYR position timeline

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

SOA Wealth Advisors, LLC. held 17,776 IYR 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 17,776 shares
    Change vs previous 13F -2,043 shares

    0.31% of the 13F portfolio, value $1,817,630.

    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 19,819 shares
    Change vs previous 13F -950 shares

    0.35% of the 13F portfolio, value $1,874,049.

    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 20,769 shares
    Change vs previous 13F -632 shares

    0.33% of the 13F portfolio, value $1,950,044.

    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 21,401 shares
    Change vs previous 13F -1,500 shares

    0.36% of the 13F portfolio, value $2,077,579.

    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 22,901 shares
    Change vs previous 13F -2,695 shares

    0.41% of the 13F portfolio, value $2,170,329.

    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 25,596 shares
    Change vs previous 13F -95 shares

    0.51% of the 13F portfolio, value $2,450,808.

    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 25,691 shares
    Change vs previous 13F -321 shares

    0.44% of the 13F portfolio, value $2,390,810.

    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 26,012 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,649,800.

    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).