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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

AES holding history

AES Corp in every 13F filed by SOA Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overviewAll 13F holders of AESFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of AES by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−100−100.0%Sold outHolders
Q4 2024100$1.29K<0.1%+100NewHolders
Q3 20220$00.0%−21−100.0%Sold outHolders
Q2 202221$00.0%−60−74.1%ReducedHolders
Q1 202281$2.00K<0.1%00.0%UnchangedHolders
Q4 202181$1.00K<0.1%00.0%UnchangedHolders
Q3 202181$1.00K<0.1%+4+5.2%AddedHolders
Q2 202177$2.00K<0.1%+16+26.2%AddedHolders
Q1 202161$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.