SOA Wealth Advisors, LLC.: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on NVDA, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 153,231 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 153,231 sharesChange vs previous 13F -7,239 shares
4.25% of the 13F portfolio, value $25,237,411.
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 160,470 sharesChange vs previous 13F +780 shares
4.19% of the 13F portfolio, value $22,187,764.
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 159,690 sharesChange vs previous 13F -487 shares
3.98% of the 13F portfolio, value $23,579,480.
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 160,177 sharesChange vs previous 13F +3,999 shares
4.06% of the 13F portfolio, value $23,680,477.
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 156,178 sharesChange vs previous 13F -3,613 shares
3.65% of the 13F portfolio, value $19,425,130.
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 159,791 sharesChange vs previous 13F +39,529 shares
2.79% of the 13F portfolio, value $13,379,506.
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 120,262 sharesChange vs previous 13F -372 shares
2.97% of the 13F portfolio, value $16,149,921.
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 120,634 sharesChange vs previous 13F not available
2.79% of the 13F portfolio, value $14,649,807.
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).