Skip to content
Disclosery

SOA Wealth Advisors, LLC.: SFEB position timeline

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

SOA Wealth Advisors, LLC. held 18,809 SFEB 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 18,809 shares
    Change vs previous 13F -662 shares

    0.08% of the 13F portfolio, value $493,635.

    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 19,471 shares
    Change vs previous 13F -21,978 shares

    0.09% of the 13F portfolio, value $462,436.

    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 41,449 shares
    Change vs previous 13F -678 shares

    0.16% of the 13F portfolio, value $974,124.

    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 42,127 shares
    Change vs previous 13F +152 shares

    0.16% of the 13F portfolio, value $960,607.

    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 41,975 shares
    Change vs previous 13F +28,891 shares

    0.17% of the 13F portfolio, value $896,235.

    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 13,084 shares
    Change vs previous 13F +2,278 shares

    0.06% of the 13F portfolio, value $266,784.

    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 10,806 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $232,480.

    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 10,806 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $230,071.

    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).