Skip to main content

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

PTC holding history

PTC 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.

PTC overviewAll 13F holders of PTCFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of PTC by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10−100.0%Sold outHolders
Q1 202510$1.55K<0.1%00.0%UnchangedHolders
Q4 202410$1.84K<0.1%00.0%UnchangedHolders
Q3 202410$1.81K<0.1%00.0%UnchangedHolders
Q2 202410$1.82K<0.1%00.0%UnchangedHolders
Q1 202410$1.89K<0.1%00.0%UnchangedHolders
Q4 202310$1.75K<0.1%00.0%UnchangedHolders
Q3 202310$1.42K<0.1%00.0%UnchangedHolders
Q2 202310$1.42K<0.1%00.0%UnchangedHolders
Q1 202310$1.28K<0.1%00.0%UnchangedHolders
Q4 202210$1.20K<0.1%00.0%UnchangedHolders
Q3 202210$1.00K<0.1%00.0%UnchangedHolders
Q2 202210$1.00K<0.1%−24−70.6%ReducedHolders
Q1 202234$3.00K<0.1%00.0%UnchangedHolders
Q4 202134$4.00K<0.1%00.0%UnchangedHolders
Q3 202134$4.00K<0.1%00.0%UnchangedHolders
Q2 202134$4.00K<0.1%+34NewHolders