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SOA Wealth Advisors, LLC.: VB position timeline

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

SOA Wealth Advisors, LLC. held 7,918 VB 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 7,918 shares
    Change vs previous 13F -1,621 shares

    0.4% of the 13F portfolio, value $2,399,988.

    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 9,539 shares
    Change vs previous 13F -600 shares

    0.47% of the 13F portfolio, value $2,498,389.

    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 10,139 shares
    Change vs previous 13F -84 shares

    0.44% of the 13F portfolio, value $2,615,364.

    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 10,223 shares
    Change vs previous 13F -766 shares

    0.45% of the 13F portfolio, value $2,599,409.

    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 10,989 shares
    Change vs previous 13F -1,233 shares

    0.49% of the 13F portfolio, value $2,604,067.

    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 12,222 shares
    Change vs previous 13F -114 shares

    0.57% of the 13F portfolio, value $2,710,278.

    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 12,336 shares
    Change vs previous 13F -111 shares

    0.55% of the 13F portfolio, value $2,964,172.

    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 12,447 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,952,645.

    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).