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SOA Wealth Advisors, LLC.: VTV position timeline

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

SOA Wealth Advisors, LLC. held 12,505 VTV 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 12,505 shares
    Change vs previous 13F -140 shares

    0.46% of the 13F portfolio, value $2,725,201.

    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 12,645 shares
    Change vs previous 13F +324 shares

    0.47% of the 13F portfolio, value $2,480,948.

    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 12,321 shares
    Change vs previous 13F +47 shares

    0.4% of the 13F portfolio, value $2,353,235.

    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 12,274 shares
    Change vs previous 13F -161 shares

    0.39% of the 13F portfolio, value $2,288,965.

    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 12,435 shares
    Change vs previous 13F -411 shares

    0.41% of the 13F portfolio, value $2,197,685.

    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 12,846 shares
    Change vs previous 13F -22 shares

    0.46% of the 13F portfolio, value $2,218,943.

    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 12,868 shares
    Change vs previous 13F -433 shares

    0.4% of the 13F portfolio, value $2,178,533.

    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 13,301 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,322,005.

    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).