Skip to content
Disclosery

SOA Wealth Advisors, LLC.: VOO position timeline

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

SOA Wealth Advisors, LLC. held 49,891 VOO 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 49,891 shares
    Change vs previous 13F -121 shares

    5.77% of the 13F portfolio, value $34,265,848.

    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 50,012 shares
    Change vs previous 13F -3,044 shares

    5.64% of the 13F portfolio, value $29,884,858.

    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 53,056 shares
    Change vs previous 13F +2 shares

    5.62% of the 13F portfolio, value $33,272,773.

    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 53,054 shares
    Change vs previous 13F +1,369 shares

    5.57% of the 13F portfolio, value $32,489,374.

    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 51,685 shares
    Change vs previous 13F +6,200 shares

    5.51% of the 13F portfolio, value $29,358,748.

    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 45,485 shares
    Change vs previous 13F -8,116 shares

    4.88% of the 13F portfolio, value $23,375,390.

    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 53,601 shares
    Change vs previous 13F +565 shares

    5.32% of the 13F portfolio, value $28,880,515.

    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 53,036 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $27,985,374.

    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).