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SOA Wealth Advisors, LLC.: XLK position timeline

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

SOA Wealth Advisors, LLC. held 4,136 XLK 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 4,136 shares
    Change vs previous 13F -184 shares

    0.13% of the 13F portfolio, value $787,930.

    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 4,320 shares
    Change vs previous 13F -106 shares

    0.11% of the 13F portfolio, value $574,117.

    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 4,426 shares
    Change vs previous 13F +2,215 shares

    0.11% of the 13F portfolio, value $637,244.

    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 2,211 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $623,198.

    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 2,209 shares
    Change vs previous 13F -91 shares

    0.11% of the 13F portfolio, value $559,331.

    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 2,300 shares
    Change vs previous 13F -93 shares

    0.1% of the 13F portfolio, value $474,908.

    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 2,393 shares
    Change vs previous 13F +14 shares

    0.1% of the 13F portfolio, value $556,423.

    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 2,379 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $537,135.

    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).