Position in TT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,880,167
+$5,788,485 QoQ
Shares Held
11,972
+5341.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#429
of 1,802 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $8,054,644 across 5 Building Products & Equipment names. TT ranks #1 (73.0% of the industry book) .
All Filings in TT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,880,167 | 11,972 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $91,682 | 220 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,724 | 7 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,953 | 7 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,061 | 7 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,444 | 31 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,449 | 31 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,050 | 31 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $10,196 | 31 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,807 | 36 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,780 | 36 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $26,987 | 133 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $25,437 | 133 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $24,469 | 133 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $22,355 | 133 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $19,549 | 135 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $19,610 | 151 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $77,418 | 507 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $102,429 | 507 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $87,533 | 507 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $93,543 | 508 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $57,946 | 350 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $59,225 | 408 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||