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SOA Wealth Advisors, LLC.: YSEP position timeline

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

SOA Wealth Advisors, LLC. held 89,438 YSEP 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 89,438 shares
    Change vs previous 13F -789 shares

    0.41% of the 13F portfolio, value $2,463,123.

    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 90,227 shares
    Change vs previous 13F -86,204 shares

    0.45% of the 13F portfolio, value $2,361,277.

    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 176,431 shares
    Change vs previous 13F -10,348 shares

    0.78% of the 13F portfolio, value $4,589,835.

    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 186,779 shares
    Change vs previous 13F -1,058 shares

    0.82% of the 13F portfolio, value $4,762,865.

    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 187,837 shares
    Change vs previous 13F -5,101 shares

    0.86% of the 13F portfolio, value $4,583,223.

    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 192,938 shares
    Change vs previous 13F +186,889 shares

    0.92% of the 13F portfolio, value $4,385,481.

    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 6,049 shares
    Change vs previous 13F +4,779 shares

    0.02% of the 13F portfolio, value $131,263.

    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 1,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,981.

    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).