Skip to content
Disclosery

SOA Wealth Advisors, LLC.: SPEM position timeline

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

SOA Wealth Advisors, LLC. held 75,326 SPEM 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 75,326 shares
    Change vs previous 13F -5,978 shares

    0.66% of the 13F portfolio, value $3,900,402.

    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 81,304 shares
    Change vs previous 13F +917 shares

    0.72% of the 13F portfolio, value $3,813,971.

    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 80,387 shares
    Change vs previous 13F +3,919 shares

    0.64% of the 13F portfolio, value $3,762,918.

    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 76,468 shares
    Change vs previous 13F +22,465 shares

    0.61% of the 13F portfolio, value $3,579,488.

    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 54,003 shares
    Change vs previous 13F +17,097 shares

    0.43% of the 13F portfolio, value $2,308,107.

    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 36,906 shares
    Change vs previous 13F +774 shares

    0.3% of the 13F portfolio, value $1,452,978.

    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 36,132 shares
    Change vs previous 13F +5,322 shares

    0.26% of the 13F portfolio, value $1,386,389.

    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 30,810 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,271,851.

    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).