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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

RMR holding history

RMR Group 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.

RMR overviewAll 13F holders of RMRFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of RMR by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4−100.0%Sold outHolders
Q2 20254$65<0.1%00.0%UnchangedHolders
Q1 20254$67<0.1%00.0%UnchangedHolders
Q4 20244$83<0.1%00.0%UnchangedHolders
Q3 20244$102<0.1%00.0%UnchangedHolders
Q2 20244$90<0.1%00.0%UnchangedHolders
Q1 20244$96<0.1%00.0%UnchangedHolders
Q4 20234$113<0.1%00.0%UnchangedHolders
Q3 20234$98<0.1%00.0%UnchangedHolders
Q2 20234$93<0.1%00.0%UnchangedHolders
Q1 20234$105<0.1%00.0%UnchangedHolders
Q4 20224$113<0.1%00.0%UnchangedHolders
Q3 20224$00.0%00.0%UnchangedHolders
Q2 20224$00.0%00.0%UnchangedHolders
Q1 20224$00.0%00.0%UnchangedHolders
Q4 20214$00.0%00.0%UnchangedHolders
Q3 20214$00.0%00.0%UnchangedHolders
Q2 20214$00.0%00.0%UnchangedHolders
Q1 20214$00.0%––Holders

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