SOA Wealth Advisors, LLC.: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on V, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 9,287 V shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 9,287 sharesChange vs previous 13F -15,305 shares
0.14% of the 13F portfolio, value $826,061.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,592 sharesChange vs previous 13F +396 shares
0.19% of the 13F portfolio, value $988,738.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,196 sharesChange vs previous 13F +25 shares
0.17% of the 13F portfolio, value $1,005,131.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,171 sharesChange vs previous 13F +62 shares
0.17% of the 13F portfolio, value $970,413.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,109 sharesChange vs previous 13F +169 shares
0.19% of the 13F portfolio, value $986,448.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,940 sharesChange vs previous 13F +21,085 shares
0.2% of the 13F portfolio, value $973,161.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,855 sharesChange vs previous 13F +187 shares
0.17% of the 13F portfolio, value $902,427.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 2,668 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $733,431.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).