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SOA Wealth Advisors, LLC.: NYF position timeline

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

SOA Wealth Advisors, LLC. held 58,709 NYF 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 58,709 shares
    Change vs previous 13F -435 shares

    0.53% of the 13F portfolio, value $3,164,715.

    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 59,144 shares
    Change vs previous 13F +111 shares

    0.59% of the 13F portfolio, value $3,141,715.

    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 59,033 shares
    Change vs previous 13F +1,569 shares

    0.53% of the 13F portfolio, value $3,158,880.

    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 57,464 shares
    Change vs previous 13F +7,696 shares

    0.53% of the 13F portfolio, value $3,065,708.

    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 49,768 shares
    Change vs previous 13F +22,450 shares

    0.49% of the 13F portfolio, value $2,594,896.

    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 27,318 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $1,438,270.

    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 27,313 shares
    Change vs previous 13F -85 shares

    0.27% of the 13F portfolio, value $1,453,614.

    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 27,398 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,488,542.

    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).