Position in CME
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$220
-$961 QoQ
Shares Held
1
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,679
of 1,680 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,419,462 across 4 Financial Data & Stock Exchanges names. CME ranks #4 (0.0% of the industry book) .
All Filings in CME
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220 | 1 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,181 | 4 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $9,830 | 36 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,726 | 36 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,922 | 36 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,550 | 36 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,360 | 36 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,943 | 36 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $7,077 | 36 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,181 | 38 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,002 | 38 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,001 | 5 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $926 | 5 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $957 | 5 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $840 | 5 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,062 | 6 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,228 | 6 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $25,688 | 108 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $24,673 | 108 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $20,885 | 108 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $22,544 | 106 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $11,845 | 58 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $11,105 | 61 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||