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Equibles

SOA Wealth Advisors, LLC.

Position in SBI — Western Asset Intermediate Muni Fund Inc.

CIK 1849444 NEW YORK, NY
Back to SBI Full portfolio

Position in SBI

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$3,801
+$92 QoQ
Shares Held
483
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 59 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SBI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $13,354,400 across 56 Asset Management names. SBI ranks #40 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 6,457 $6,208,792
2 AMP
Ameriprise Financial Inc
 9,686 $4,443,549
3 BMEZ
BlackRock Health Sciences Term Trust
 44,806 $687,772
4 BX
Blackstone Inc.
 3,207 $377,367
5 EOD
Allspring Global Dividend Opportunity Fund
 45,547 $297,421
6 AWF
Alliancebernstein Global High Income Fund Inc
 20,870 $214,961
7 APO
Apollo Global Management, Inc.
 1,397 $165,279
8 MAIN
Main Street Capital CORP
 2,923 $151,645

All Filings in SBI

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,801 483
2026-03-31 $3,709 483
2025-12-31 $3,709 483
2025-09-30 $3,820 483
2025-06-30 $3,632 483
2025-03-31 $3,767 483
2024-12-31 $3,738 483
2024-09-30 $3,960 483
2024-06-30 $3,796 483
2024-03-31 $3,825 483
2023-12-31 $3,719 483
2023-09-30 $3,458 483
2023-06-30 $3,680 483
2023-03-31 $3,820 483
2022-12-31 $3,665 483
2022-09-30 $3,550 483
2022-06-30 $3,892 483
2022-03-31 $4,148 483
2021-12-31 $4,656 483
2021-09-30 $4,709 483
2021-06-30 $4,718 483
2021-03-31 $4,487 483
2020-12-31 $4,443 483