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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

BR holding history

Broadridge Financial Solutions, Inc. 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.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of BR by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−11−100.0%Sold outHolders
Q1 202511$2.67K<0.1%00.0%UnchangedHolders
Q4 202411$2.49K<0.1%00.0%UnchangedHolders
Q3 202411$2.37K<0.1%00.0%UnchangedHolders
Q2 202411$2.17K<0.1%−2−15.4%ReducedHolders
Q1 202413$2.66K<0.1%00.0%UnchangedHolders
Q4 202313$2.67K<0.1%00.0%UnchangedHolders
Q3 202313$2.33K<0.1%00.0%UnchangedHolders
Q2 202313$2.15K<0.1%00.0%UnchangedHolders
Q1 202313$1.91K<0.1%00.0%UnchangedHolders
Q4 202213$1.74K<0.1%00.0%UnchangedHolders
Q3 202213$1.00K<0.1%00.0%UnchangedHolders
Q2 202213$1.00K<0.1%−77−85.6%ReducedHolders
Q1 202290$14.0K<0.1%00.0%UnchangedHolders
Q4 202190$16.0K<0.1%00.0%UnchangedHolders
Q3 202190$14.0K<0.1%00.0%UnchangedHolders
Q2 202190$14.0K<0.1%+81+900.0%AddedHolders
Q1 20219$1.00K<0.1%––Holders

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