Skip to content
Disclosery

SOA Wealth Advisors, LLC.: ORCL position timeline

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

SOA Wealth Advisors, LLC. held 15,886 ORCL 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 15,886 shares
    Change vs previous 13F +7,854 shares

    0.21% of the 13F portfolio, value $1,243,621.

    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 8,032 shares
    Change vs previous 13F -554 shares

    0.22% of the 13F portfolio, value $1,181,644.

    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 8,586 shares
    Change vs previous 13F +21 shares

    0.28% of the 13F portfolio, value $1,673,554.

    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 8,565 shares
    Change vs previous 13F +335 shares

    0.41% of the 13F portfolio, value $2,408,842.

    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 8,230 shares
    Change vs previous 13F +74 shares

    0.34% of the 13F portfolio, value $1,799,284.

    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 8,156 shares
    Change vs previous 13F -21,559 shares

    0.24% of the 13F portfolio, value $1,140,270.

    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 29,715 shares
    Change vs previous 13F -1,729 shares

    0.91% of the 13F portfolio, value $4,951,779.

    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 31,444 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $5,358,102.

    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).