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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

TXNM holding history

TXNM Energy 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.

TXNM overviewAll 13F holders of TXNMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of TXNM by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−25−100.0%Sold outHolders
Q4 202525$1.47K<0.1%00.0%UnchangedHolders
Q3 202525$1.41K<0.1%00.0%UnchangedHolders
Q2 202525$1.41K<0.1%00.0%UnchangedHolders
Q1 202525$1.34K<0.1%00.0%UnchangedHolders
Q4 202425$1.23K<0.1%00.0%UnchangedHolders
Q3 202425$1.09K<0.1%00.0%UnchangedHolders
Q2 202425$924<0.1%00.0%UnchangedHolders
Q1 202425$941<0.1%00.0%UnchangedHolders
Q4 202325$1.04K<0.1%00.0%UnchangedHolders
Q3 202325$1.11K<0.1%00.0%UnchangedHolders
Q2 202325$1.13K<0.1%00.0%UnchangedHolders
Q1 202325$1.22K<0.1%00.0%UnchangedHolders
Q4 202225$1.22K<0.1%00.0%UnchangedHolders
Q3 202225$1.00K<0.1%00.0%UnchangedHolders
Q2 202225$1.00K<0.1%00.0%UnchangedHolders
Q1 202225$1.00K<0.1%00.0%UnchangedHolders
Q4 202125$1.00K<0.1%00.0%UnchangedHolders
Q3 202125$1.00K<0.1%00.0%UnchangedHolders
Q2 202125$1.00K<0.1%00.0%UnchangedHolders
Q1 202125$1.00K<0.1%––Holders

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