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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
2,835
Value
$1.48M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DIA by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,835$1.48M0.2%+2,198+345.1%AddedHolders
Q1 2026637$295.1K0.1%+29+4.8%AddedHolders
Q4 2025608$292.2K<0.1%00.0%UnchangedHolders
Q3 2025608$282.0K<0.1%00.0%UnchangedHolders
Q2 2025608$267.9K0.1%00.0%UnchangedHolders
Q1 2025608$255.3K0.1%00.0%UnchangedHolders
Q4 2024608$258.7K<0.1%00.0%UnchangedHolders
Q3 2024608$257.3K<0.1%−11−1.8%ReducedHolders
Q2 2024619$242.1K<0.1%00.0%UnchangedHolders
Q1 2024619$246.2K0.1%+22+3.7%AddedHolders
Q4 2023597$225.0K0.1%00.0%UnchangedHolders
Q3 2023597$200.0K<0.1%00.0%UnchangedHolders
Q2 2023597$205.3K<0.1%−190−24.1%ReducedHolders
Q1 2023787$261.8K0.1%00.0%UnchangedHolders
Q4 2022787$260.8K0.1%00.0%UnchangedHolders
Q3 2022787$226.0K0.1%00.0%UnchangedHolders
Q2 2022787$242.0K0.1%00.0%UnchangedHolders
Q1 2022787$272.0K0.1%00.0%UnchangedHolders
Q4 2021787$286.0K0.1%+565+254.5%AddedHolders
Q3 2021222$75.0K<0.1%+190+593.8%AddedHolders
Q2 202132$11.0K<0.1%00.0%UnchangedHolders
Q1 202132$10.0K<0.1%––Holders

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