SOA Wealth Advisors, LLC.

SEC CIK: 0001849444
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

ED holding history

Consolidated Edison 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.

ED overview All 13F holders of ED Full Q2 2026 holdings

Shares (Q2 2026): 13,956
Value: $1.54M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of ED by SOA Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,956	$1.54M	0.3%	−85−0.6%	Reduced	Holders
Q1 2026	14,041	$1.59M	0.3%	+13+0.1%	Added	Holders
Q4 2025	14,028	$1.39M	0.2%	−74−0.5%	Reduced	Holders
Q3 2025	14,102	$1.42M	0.2%	+361+2.6%	Added	Holders
Q2 2025	13,741	$1.38M	0.3%	−362−2.6%	Reduced	Holders
Q1 2025	14,103	$1.56M	0.3%	−2,825−16.7%	Reduced	Holders
Q4 2024	16,928	$1.51M	0.3%	−3,220−16.0%	Reduced	Holders
Q3 2024	20,148	$2.10M	0.4%	−43−0.2%	Reduced	Holders
Q2 2024	20,191	$1.81M	0.4%	−805−3.8%	Reduced	Holders
Q1 2024	20,996	$1.91M	0.4%	−516−2.4%	Reduced	Holders
Q4 2023	21,512	$1.96M	0.4%	+319+1.5%	Added	Holders
Q3 2023	21,193	$1.81M	0.5%	+725+3.5%	Added	Holders
Q2 2023	20,468	$1.85M	0.4%	−39−0.2%	Reduced	Holders
Q1 2023	20,507	$1.96M	0.5%	−2,318−10.2%	Reduced	Holders
Q4 2022	22,825	$2.18M	0.6%	+28+0.1%	Added	Holders
Q3 2022	22,797	$1.96M	0.6%	+21+0.1%	Added	Holders
Q2 2022	22,776	$2.17M	0.6%	+19+0.1%	Added	Holders
Q1 2022	22,757	$2.15M	0.5%	+1,984+9.6%	Added	Holders
Q4 2021	20,773	$1.77M	0.4%	−1,926−8.5%	Reduced	Holders
Q3 2021	22,699	$1.65M	0.4%	+33+0.1%	Added	Holders
Q2 2021	22,666	$1.63M	0.4%	+1,991+9.6%	Added	Holders
Q1 2021	20,675	$1.55M	0.4%	–	–	Holders

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