Position in AIZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,879
+$355 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#576
of 605 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $766,376 across 5 Insurance - Property & Casualty names. AIZ ranks #5 (0.2% of the industry book) .
All Filings in AIZ
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879 | 7 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,524 | 7 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,685 | 7 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,732 | 8 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,579 | 8 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,131 | 34 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,249 | 34 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,761 | 34 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $5,652 | 34 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,164 | 54 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $9,098 | 54 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,753 | 54 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,788 | 54 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $6,483 | 54 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,254 | 74 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $11,040 | 76 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $15,037 | 87 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $139,281 | 766 | Shares | Sole | 2022-04-07 | |
| 2021-09-30 | $120,836 | 766 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $119,790 | 767 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $62,237 | 439 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $41,955 | 308 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||