SOA Wealth Advisors, LLC.

Position in MMM — 3M Co

CIK 1849444 NEW YORK, NY

Position in MMM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$428,737

+$44,168 QoQ

Shares Held

2,648

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,358

of 2,198 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $505,309 across 3 Conglomerates names. MMM ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co This page	2,648	$428,737
2	HON	Honeywell International Inc	314	$70,304
3	CODI	Compass Diversified Holdings	588	$6,268

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,737	2,648	0.0%	Shares	Sole	2026-07-21
2026-03-31	$384,569	2,648	0.0%	Shares	Sole	2026-05-20
2025-12-31	$423,944	2,648	-0.5%	Shares	Sole	2026-01-20
2025-09-30	$412,933	2,661	0.0%	Shares	Sole	2025-10-21
2025-06-30	$405,110	2,661	+312.6%	Shares	Sole	2025-07-18
2025-03-31	$94,724	645	+7.0%	Shares	Sole	2025-04-14
2024-12-31	$77,841	603	0.0%	Shares	Sole	2025-02-06
2024-09-30	$82,430	603	0.0%	Shares	Sole	2024-11-20
2024-06-30	$61,620	603	-15.9%	Shares	Sole	2024-07-17
2024-03-31	$76,052	717	-13.8%	Shares	Sole	2024-04-10
2023-12-31	$90,954	832	-4.7%	Shares	Sole	2024-02-13
2023-09-30	$81,730	873	-0.9%	Shares	Sole	2023-10-10
2023-06-30	$88,179	881	+0.2%	Shares	Sole	2023-07-07
2023-03-31	$92,391	879	+0.2%	Shares	Sole	2023-04-28
2022-12-31	$105,169	877	-1.7%	Shares	Sole	2023-01-10
2022-09-30	$98,565	892	+2.1%	Shares	Sole	2022-10-07
2022-06-30	$113,104	874	-1.9%	Shares	Sole	2022-07-13
2022-03-31	$132,652	891	-6.0%	Shares	Sole	2022-04-07
2021-12-31	$168,393	948	-9.5%	Shares	Sole	2022-01-13
2021-09-30	$183,664	1,047	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$206,972	1,042	0.0%	Shares	Sole	2021-07-14
2021-03-31	$200,772	1,042	+0.1%	Shares	Sole	2021-04-26
2020-12-31	$181,956	1,041	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.