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SOA Wealth Advisors, LLC.: WMB position timeline

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

SOA Wealth Advisors, LLC. held 78,510 WMB 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 78,510 shares
    Change vs previous 13F +13,692 shares

    0.04% of the 13F portfolio, value $244,625.

    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 64,818 shares
    Change vs previous 13F -884 shares

    0.04% of the 13F portfolio, value $227,400.

    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 65,702 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $251,839.

    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 65,702 shares
    Change vs previous 13F +294 shares

    0.04% of the 13F portfolio, value $262,042.

    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 65,408 shares
    Change vs previous 13F +47,090 shares

    0.05% of the 13F portfolio, value $241,876.

    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 18,318 shares
    Change vs previous 13F +17,728 shares

    0.01% of the 13F portfolio, value $52,986.

    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 590 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,931.

    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).