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SOA Wealth Advisors, LLC.: SUSA position timeline

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

SOA Wealth Advisors, LLC. held 9,939 SUSA 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 9,939 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,533,616.

    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 9,939 shares
    Change vs previous 13F -140 shares

    0.25% of the 13F portfolio, value $1,312,885.

    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 10,079 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,404,496.

    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 10,079 shares
    Change vs previous 13F -18 shares

    0.23% of the 13F portfolio, value $1,367,211.

    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 10,097 shares
    Change vs previous 13F -2,988 shares

    0.24% of the 13F portfolio, value $1,279,763.

    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 13,085 shares
    Change vs previous 13F -38,469 shares

    0.31% of the 13F portfolio, value $1,503,112.

    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 51,554 shares
    Change vs previous 13F -8,694 shares

    1.15% of the 13F portfolio, value $6,268,399.

    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 60,248 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $7,252,104.

    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).