Position in ALX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,755
+$393 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 153 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $188,478 across 6 REIT - Retail names. ALX ranks #5 (1.5% of the industry book) .
All Filings in ALX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,755 | 10 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,362 | 10 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,179 | 10 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,344 | 10 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,253 | 10 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,091 | 10 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,000 | 10 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,423 | 10 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,248 | 10 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,171 | 10 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,135 | 10 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,822 | 10 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,838 | 10 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,937 | 10 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,200 | 10 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,089 | 10 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,221 | 10 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,562 | 10 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,603 | 10 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,606 | 10 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,679 | 10 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,773 | 10 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,773 | 10 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||