Position in POOL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,716
+$2,967 QoQ
Shares Held
236
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 605 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $2,203,480 across 4 Industrial Distribution names. POOL ranks #3 (2.3% of the industry book) .
All Filings in POOL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,716 | 236 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $47,749 | 236 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $54,213 | 237 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $73,486 | 237 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $69,080 | 237 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $76,085 | 239 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $81,484 | 239 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $90,055 | 239 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $85,745 | 279 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $142,839 | 354 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $141,143 | 354 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $126,059 | 354 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $132,622 | 354 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $121,223 | 354 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $107,024 | 354 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $112,646 | 354 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $124,686 | 355 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $192,819 | 456 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $258,096 | 456 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $198,090 | 456 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $208,690 | 455 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $80,440 | 233 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $92,007 | 247 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||