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SOA Wealth Advisors, LLC.: VOE position timeline

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

SOA Wealth Advisors, LLC. held 82,725 VOE 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 82,725 shares
    Change vs previous 13F +2,353 shares

    2.75% of the 13F portfolio, value $16,346,444.

    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 80,372 shares
    Change vs previous 13F +221 shares

    2.8% of the 13F portfolio, value $14,810,975.

    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 80,151 shares
    Change vs previous 13F +12,675 shares

    2.4% of the 13F portfolio, value $14,216,297.

    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 67,476 shares
    Change vs previous 13F +6,326 shares

    2.02% of the 13F portfolio, value $11,779,965.

    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 61,150 shares
    Change vs previous 13F +8,004 shares

    1.89% of the 13F portfolio, value $10,056,795.

    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 53,146 shares
    Change vs previous 13F +1,706 shares

    1.78% of the 13F portfolio, value $8,532,068.

    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 51,440 shares
    Change vs previous 13F +10,043 shares

    1.53% of the 13F portfolio, value $8,321,473.

    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 41,397 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $6,940,973.

    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).