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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
9,287
Value
$826.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,287$826.1K0.1%−15,305−62.2%ReducedHolders
Q1 202624,592$988.7K0.2%+396+1.6%AddedHolders
Q4 202524,196$1.01M0.2%+25+0.1%AddedHolders
Q3 202524,171$970.4K0.2%+62+0.3%AddedHolders
Q2 202524,109$986.4K0.2%+169+0.7%AddedHolders
Q1 202523,940$973.2K0.2%+21,085+738.5%AddedHolders
Q4 20242,855$902.4K0.2%+187+7.0%AddedHolders
Q3 20242,668$733.4K0.1%−140−5.0%ReducedHolders
Q2 20242,808$736.9K0.1%+28+1.0%AddedHolders
Q1 20242,780$775.8K0.2%+7+0.3%AddedHolders
Q4 20232,773$721.9K0.2%−127−4.4%ReducedHolders
Q3 20232,900$667.0K0.2%+14+0.5%AddedHolders
Q2 20232,886$685.4K0.2%−15−0.5%ReducedHolders
Q1 20232,901$654.2K0.2%+3+0.1%AddedHolders
Q4 20222,898$602.2K0.2%+45+1.6%AddedHolders
Q3 20222,853$506.0K0.2%+150+5.5%AddedHolders
Q2 20222,703$532.0K0.2%−267−9.0%ReducedHolders
Q1 20222,970$658.0K0.2%−187−5.9%ReducedHolders
Q4 20213,157$688.0K0.2%+540+20.6%AddedHolders
Q3 20212,617$583.0K0.1%−4−0.2%ReducedHolders
Q2 20212,621$613.0K0.2%+684+35.3%AddedHolders
Q1 20211,937$410.0K0.1%––Holders

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