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SOA Wealth Advisors, LLC.: VBR position timeline

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

SOA Wealth Advisors, LLC. held 312,605 VBR 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 312,605 shares
    Change vs previous 13F -42,933 shares

    1.17% of the 13F portfolio, value $6,972,605.

    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 355,538 shares
    Change vs previous 13F +111 shares

    1.36% of the 13F portfolio, value $7,222,253.

    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 355,427 shares
    Change vs previous 13F +306 shares

    1.19% of the 13F portfolio, value $7,025,496.

    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 355,121 shares
    Change vs previous 13F +1,119 shares

    1.18% of the 13F portfolio, value $6,864,146.

    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 354,002 shares
    Change vs previous 13F -28,519 shares

    1.17% of the 13F portfolio, value $6,216,563.

    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 382,521 shares
    Change vs previous 13F +366,047 shares

    0.77% of the 13F portfolio, value $3,710,973.

    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 16,474 shares
    Change vs previous 13F +498 shares

    0.6% of the 13F portfolio, value $3,264,779.

    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 15,976 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,207,751.

    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).