SOA Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for SOA Wealth Advisors going back to March 10, 2021
- SOA Wealth Advisors 2025 Q3 - filed Oct. 21, 2025 - new!
- SOA Wealth Advisors 2025 Q2 - filed July 18, 2025
- SOA Wealth Advisors 2025 Q1 - filed April 14, 2025
- SOA Wealth Advisors 2024 Q4 restated - filed Feb. 6, 2025
- SOA Wealth Advisors 2024 Q4 - filed Jan. 28, 2025
- SOA Wealth Advisors 2024 Q3 restated - filed Nov. 20, 2024
- SOA Wealth Advisors 2024 Q3 - filed Oct. 9, 2024
- SOA Wealth Advisors 2024 Q2 - filed July 17, 2024
- SOA Wealth Advisors 2024 Q1 - filed April 10, 2024
- SOA Wealth Advisors 2023 Q4 - filed Jan. 10, 2024
- SOA Wealth Advisors 2023 Q3 - filed Oct. 10, 2023
- SOA Wealth Advisors 2023 Q2 - filed July 7, 2023
- SOA Wealth Advisors 2023 Q1 - filed April 28, 2023
- SOA Wealth Advisors 2022 Q4 - filed Jan. 10, 2023
- SOA Wealth Advisors 2022 Q3 - filed Oct. 7, 2022
- SOA Wealth Advisors 2022 Q2 - filed July 13, 2022
- SOA Wealth Advisors 2022 Q1 - filed April 7, 2022
- SOA Wealth Advisors 2021 Q4 - filed Jan. 13, 2022
- SOA Wealth Advisors 2021 Q3 - filed Oct. 12, 2021
- SOA Wealth Advisors 2021 Q2 - filed July 14, 2021
- SOA Wealth Advisors 2021 Q1 - filed April 26, 2021
- SOA Wealth Advisors 2020 Q4 - filed March 10, 2021