Position in ALL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$91,131
+$1,353 QoQ
Shares Held
383
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,499
of 1,742 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL 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. ALL ranks #2 (11.9% of the industry book) .
All Filings in ALL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,131 | 383 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $89,778 | 433 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $90,128 | 433 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $92,943 | 433 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $87,167 | 433 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $89,661 | 433 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $83,478 | 433 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $82,118 | 433 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $69,132 | 433 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $74,913 | 433 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $60,611 | 433 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $48,240 | 433 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $47,214 | 433 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $47,980 | 433 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $58,714 | 433 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $53,921 | 433 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $58,042 | 458 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $64,268 | 464 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $54,589 | 464 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $59,071 | 464 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $60,524 | 464 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $52,739 | 459 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $50,347 | 458 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||