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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2021
Holdings of FDS by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−8−100.0%Sold outHolders
Q1 20248$3.63K<0.1%00.0%UnchangedHolders
Q4 20238$3.82K<0.1%00.0%UnchangedHolders
Q3 20238$3.50K<0.1%00.0%UnchangedHolders
Q2 20238$3.21K<0.1%00.0%UnchangedHolders
Q1 20238$3.32K<0.1%00.0%UnchangedHolders
Q4 20228$3.21K<0.1%00.0%UnchangedHolders
Q3 20228$3.00K<0.1%00.0%UnchangedHolders
Q2 20228$3.00K<0.1%00.0%UnchangedHolders
Q1 20228$3.00K<0.1%00.0%UnchangedHolders
Q4 20218$3.00K<0.1%00.0%UnchangedHolders
Q3 20218$3.00K<0.1%+8NewHolders