Position in PBI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,681
-$9,756 QoQ
Shares Held
96
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 350 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $4,826,416 across 4 Integrated Freight & Logistics names. PBI ranks #3 (0.0% of the industry book) .
All Filings in PBI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681 | 96 | Shares | Sole | 2026-07-21 | |
| 2023-06-30 | $11,437 | 3,231 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $12,568 | 3,231 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $12,277 | 3,231 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $7,528 | 3,231 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $11,696 | 3,231 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $16,801 | 3,231 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $21,421 | 3,231 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $23,295 | 3,231 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $28,335 | 3,231 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $26,623 | 3,231 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $19,902 | 3,231 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||