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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull 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 IT by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10−100.0%Sold outHolders
Q1 202510$4.20K<0.1%00.0%UnchangedHolders
Q4 202410$4.84K<0.1%00.0%UnchangedHolders
Q3 202410$5.07K<0.1%00.0%UnchangedHolders
Q2 202410$4.49K<0.1%00.0%UnchangedHolders
Q1 202410$4.77K<0.1%00.0%UnchangedHolders
Q4 202310$4.51K<0.1%00.0%UnchangedHolders
Q3 202310$3.44K<0.1%00.0%UnchangedHolders
Q2 202310$3.50K<0.1%00.0%UnchangedHolders
Q1 202310$3.26K<0.1%00.0%UnchangedHolders
Q4 202210$3.36K<0.1%00.0%UnchangedHolders
Q3 202210$2.00K<0.1%00.0%UnchangedHolders
Q2 202210$2.00K<0.1%−13−56.5%ReducedHolders
Q1 202223$6.00K<0.1%00.0%UnchangedHolders
Q4 202123$7.00K<0.1%00.0%UnchangedHolders
Q3 202123$6.00K<0.1%00.0%UnchangedHolders
Q2 202123$5.00K<0.1%+18+360.0%AddedHolders
Q1 20215$00.0%––Holders

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