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Thornburg Income Builder shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Thornburg Income Builder

Tip: Access up to 7 years of quarterly data

All positions including Thornburg Income Builder held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Thornburg Income Builder by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $33k 1.7k 19.89
2025-06-30 $32k 1.6k 19.62
2025-03-31 $29k 1.6k 17.94
2024-12-31 $26k 1.6k 16.28
2024-09-30 $29k 1.6k 17.82
2024-06-30 $26k 1.6k 16.13

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Top funds holding Thornburg Income Builder

UBS Group
DKM Wealth Management
Raymond James Financial
Stifel Financial
Advisors Asset Management
Royal Bank of Canada
Morgan Stanley
Kera Capital Partners
Wells Fargo & Company
Thomas J. Herzfeld Advisors
LPL Financial
Rockefeller Capital Management
Private Advisor
Wealth Enhancement Advisory Services
Kestra Advisory Services

View all funds holding Thornburg Income Builder