Skip to main content
Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

KW holding history

Kennedy-Wilson Holdings, 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.

KW overviewAll 13F holders of KWFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of KW by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−774−100.0%Sold outHolders
Q4 2024774$7.73K<0.1%00.0%UnchangedHolders
Q3 2024774$8.55K<0.1%00.0%UnchangedHolders
Q2 2024774$7.52K<0.1%00.0%UnchangedHolders
Q1 2024774$6.64K<0.1%00.0%UnchangedHolders
Q4 2023774$9.58K<0.1%00.0%UnchangedHolders
Q3 2023774$11.4K<0.1%00.0%UnchangedHolders
Q2 2023774$12.6K<0.1%00.0%UnchangedHolders
Q1 2023774$12.8K<0.1%00.0%UnchangedHolders
Q4 2022774$12.2K<0.1%00.0%UnchangedHolders
Q3 2022774$11.0K<0.1%00.0%UnchangedHolders
Q2 2022774$14.0K<0.1%00.0%UnchangedHolders
Q1 2022774$18.0K<0.1%00.0%UnchangedHolders
Q4 2021774$18.0K<0.1%00.0%UnchangedHolders
Q3 2021774$16.0K<0.1%00.0%UnchangedHolders
Q2 2021774$15.0K<0.1%00.0%UnchangedHolders
Q1 2021774$15.0K<0.1%––Holders

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