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SOA Wealth Advisors, LLC.: VGSR position timeline

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

SOA Wealth Advisors, LLC. held 625,963 VGSR 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 625,963 shares
    Change vs previous 13F +85,898 shares

    1.2% of the 13F portfolio, value $7,126,584.

    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 540,065 shares
    Change vs previous 13F +16,747 shares

    1.05% of the 13F portfolio, value $5,578,868.

    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 523,318 shares
    Change vs previous 13F +13,551 shares

    0.92% of the 13F portfolio, value $5,442,503.

    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 509,767 shares
    Change vs previous 13F +28,033 shares

    0.93% of the 13F portfolio, value $5,429,021.

    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 481,734 shares
    Change vs previous 13F +120,241 shares

    0.95% of the 13F portfolio, value $5,038,934.

    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 361,493 shares
    Change vs previous 13F +5,551 shares

    0.77% of the 13F portfolio, value $3,665,539.

    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 355,942 shares
    Change vs previous 13F +3,394 shares

    0.66% of the 13F portfolio, value $3,602,132.

    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 352,548 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,916,812.

    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).