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SOA Wealth Advisors, LLC.: ONEV position timeline

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

SOA Wealth Advisors, LLC. held 11,855 ONEV 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 11,855 shares
    Change vs previous 13F +1,550 shares

    0.29% of the 13F portfolio, value $1,696,021.

    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 10,305 shares
    Change vs previous 13F +430 shares

    0.26% of the 13F portfolio, value $1,382,596.

    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 9,875 shares
    Change vs previous 13F +1,579 shares

    0.22% of the 13F portfolio, value $1,315,189.

    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 8,296 shares
    Change vs previous 13F +561 shares

    0.19% of the 13F portfolio, value $1,104,206.

    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 7,735 shares
    Change vs previous 13F -466 shares

    0.19% of the 13F portfolio, value $998,628.

    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 8,201 shares
    Change vs previous 13F +368 shares

    0.22% of the 13F portfolio, value $1,039,790.

    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 7,833 shares
    Change vs previous 13F +895 shares

    0.18% of the 13F portfolio, value $982,751.

    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 6,938 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $900,478.

    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).