SOA Wealth Advisors, LLC.: YMAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on YMAR, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 26,670 YMAR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 26,670 sharesChange vs previous 13F +1,008 shares
0.13% of the 13F portfolio, value $764,269.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,662 sharesChange vs previous 13F -25,531 shares
0.13% of the 13F portfolio, value $701,912.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,193 sharesChange vs previous 13F -1,544 shares
0.23% of the 13F portfolio, value $1,383,148.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 52,737 sharesChange vs previous 13F +129 shares
0.24% of the 13F portfolio, value $1,384,700.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,608 sharesChange vs previous 13F +38,734 shares
0.25% of the 13F portfolio, value $1,342,030.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,874 sharesChange vs previous 13F +482 shares
0.07% of the 13F portfolio, value $332,561.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 13,392 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $305,205.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 13,392 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $324,812.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).