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SOA Wealth Advisors, LLC.: SPYV position timeline

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

SOA Wealth Advisors, LLC. held 79,103 SPYV 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 79,103 shares
    Change vs previous 13F -70,298 shares

    0.81% of the 13F portfolio, value $4,808,645.

    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 149,401 shares
    Change vs previous 13F -7,758 shares

    1.6% of the 13F portfolio, value $8,453,119.

    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 157,159 shares
    Change vs previous 13F -15,982 shares

    1.51% of the 13F portfolio, value $8,928,223.

    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 173,141 shares
    Change vs previous 13F -63,560 shares

    1.64% of the 13F portfolio, value $9,579,889.

    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 236,701 shares
    Change vs previous 13F -87,573 shares

    2.33% of the 13F portfolio, value $12,388,938.

    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 324,274 shares
    Change vs previous 13F +96,583 shares

    3.46% of the 13F portfolio, value $16,560,657.

    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 227,691 shares
    Change vs previous 13F +74,565 shares

    2.14% of the 13F portfolio, value $11,644,104.

    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 153,126 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $8,094,235.

    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).