Position in A
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,969
+$1,131 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,012
of 1,112 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $309,622 across 6 Diagnostics & Research names. A ranks #3 (2.6% of the industry book) .
All Filings in A
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,969 | 60 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,838 | 60 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $8,164 | 60 | Shares | Sole | 2026-01-20 | |
| 2024-03-31 | $145 | 1 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $139 | 1 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,702 | 51 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,132 | 51 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $7,055 | 51 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,632 | 51 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,199 | 51 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,057 | 51 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,675 | 58 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $9,259 | 58 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,136 | 58 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,572 | 58 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $7,755 | 61 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,346 | 62 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||