Position in OPEN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$97
-$1 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#386
of 406 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPEN Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $126,032 across 2 Real Estate Services names. OPEN ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
935 | $125,935 | |
| 2 | OPEN |
Opendoor Technologies Inc.
This page
|
21 | $97 |
All Filings in OPEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97 | 21 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $98 | 21 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 OPENL | $17 | 33 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 OPENW | $29 | 33 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 OPENZ | $13 | 33 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $5,952 | 1,021 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,137 | 1,021 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11 | 21 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $21 | 21 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33 | 21 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42 | 21 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $38 | 21 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $63 | 21 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $94 | 21 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $55 | 21 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $84 | 21 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $36 | 21 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $24 | 21 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $251 | 81 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $381 | 81 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $181 | 21 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $306 | 21 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $431 | 21 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $372 | 21 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $444 | 21 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $477 | 21 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||