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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

SIRI holding history

Sirius XM 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
13
Value
$384
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SIRI by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613$384<0.1%00.0%UnchangedHolders
Q1 202613$300<0.1%00.0%UnchangedHolders
Q4 202513$260<0.1%−203−94.0%ReducedHolders
Q3 2025216$5.04K<0.1%+2+0.9%AddedHolders
Q2 2025214$4.92K<0.1%−4−1.8%ReducedHolders
Q1 2025218$4.91K<0.1%−5−2.2%ReducedHolders
Q4 2024223$5.09K<0.1%+12+5.7%AddedHolders
Q3 2024211$4.99K<0.1%−1,891−90.0%ReducedHolders
Q2 20242,102$5.95K<0.1%−81−3.7%ReducedHolders
Q1 20242,183$8.47K<0.1%+12+0.6%AddedHolders
Q4 20232,171$11.9K<0.1%+11+0.5%AddedHolders
Q3 20232,160$9.76K<0.1%+10+0.5%AddedHolders
Q2 20232,150$9.74K<0.1%+14+0.7%AddedHolders
Q1 20232,136$8.48K<0.1%+11+0.5%AddedHolders
Q4 20222,125$12.4K<0.1%+7+0.3%AddedHolders
Q3 20222,118$12.0K<0.1%+7+0.3%AddedHolders
Q2 20222,111$12.0K<0.1%+7+0.3%AddedHolders
Q1 20222,104$13.0K<0.1%+7+0.3%AddedHolders
Q4 20212,097$13.0K<0.1%+7+0.3%AddedHolders
Q3 20212,090$12.0K<0.1%+4+0.2%AddedHolders
Q2 20212,086$13.0K<0.1%+5+0.2%AddedHolders
Q1 20212,081$12.0K<0.1%––Holders

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