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SOA Wealth Advisors, LLC.: VBK position timeline

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

SOA Wealth Advisors, LLC. held 6,818 VBK 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 6,818 shares
    Change vs previous 13F -2,223 shares

    0.42% of the 13F portfolio, value $2,493,451.

    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 9,041 shares
    Change vs previous 13F -410 shares

    0.52% of the 13F portfolio, value $2,732,584.

    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 9,451 shares
    Change vs previous 13F +91 shares

    0.48% of the 13F portfolio, value $2,855,264.

    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 9,360 shares
    Change vs previous 13F -869 shares

    0.48% of the 13F portfolio, value $2,785,795.

    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 10,229 shares
    Change vs previous 13F -2,111 shares

    0.53% of the 13F portfolio, value $2,832,907.

    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 12,340 shares
    Change vs previous 13F -124 shares

    0.65% of the 13F portfolio, value $3,106,836.

    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 12,464 shares
    Change vs previous 13F -150 shares

    0.64% of the 13F portfolio, value $3,490,599.

    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 12,614 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,372,473.

    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).