SOA Wealth Advisors, LLC.: MPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on MPC, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 389 MPC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 389 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $99,432.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 388 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $94,677.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 386 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $62,828.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 385 sharesChange vs previous 13F -1,646 shares
0.01% of the 13F portfolio, value $74,153.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,031 sharesChange vs previous 13F +11 shares
0.06% of the 13F portfolio, value $337,320.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,020 sharesChange vs previous 13F +13 shares
0.06% of the 13F portfolio, value $294,284.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,007 sharesChange vs previous 13F +1,629 shares
0.05% of the 13F portfolio, value $280,016.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 378 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $61,544.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).