Position in OGN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,152
+$1,080 QoQ
Shares Held
159
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 626 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $21,939,435 across 14 Drug Manufacturers - General names. OGN ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,146 | $10,969,987 | |
| 2 | AZN |
Astrazeneca PLC
|
21,280 | $4,035,113 | |
| 3 | NVS |
Novartis AG
|
14,750 | $2,311,620 | |
| 4 | JNJ |
Johnson & Johnson
|
7,183 | $1,824,266 | |
| 5 | ABBV |
AbbVie Inc.
|
4,566 | $1,148,988 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,342 | $943,447 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,984 | $229,558 | |
| 8 | AMGN |
Amgen Inc
|
510 | $184,681 |
All Filings in OGN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,152 | 159 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,072 | 179 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,304 | 182 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,943 | 182 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,790 | 185 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,539 | 372 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,982 | 401 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,824 | 409 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,383 | 405 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,640 | 566 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,724 | 605 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,290 | 708 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $14,941 | 718 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $17,710 | 753 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $20,863 | 747 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $17,854 | 763 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $27,033 | 801 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $46,037 | 1,318 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $39,463 | 1,296 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $43,381 | 1,323 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||