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SOA Wealth Advisors, LLC.: ZETA position timeline

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

SOA Wealth Advisors, LLC. held 42,500 ZETA 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 42,500 shares
    Change vs previous 13F -10,000 shares

    0.14% of the 13F portfolio, value $836,400.

    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 52,500 shares
    Change vs previous 13F -22,505 shares

    0.16% of the 13F portfolio, value $835,800.

    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 75,005 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,526,352.

    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 75,005 shares
    Change vs previous 13F -6,720 shares

    0.26% of the 13F portfolio, value $1,490,349.

    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 81,725 shares
    Change vs previous 13F -28,930 shares

    0.24% of the 13F portfolio, value $1,265,920.

    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 110,655 shares
    Change vs previous 13F +6,000 shares

    0.31% of the 13F portfolio, value $1,500,482.

    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 104,655 shares
    Change vs previous 13F -6,345 shares

    0.35% of the 13F portfolio, value $1,882,743.

    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 111,000 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,311,130.

    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).