ILMN ILLUMINA INC COM

Ownership history in SOA Wealth Advisors, LLC.  ·  20 quarters on record

This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in ILLUMINA INC COM (ILMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2021 Q2)
Avg. % of fund
0.01%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 12 0% 0.00% $1K $94.97
2025 Q2 UNCHANGED 12 0% 0.00% $1K $95.41
2025 Q1 UNCHANGED 12 0% 0.00% $952 $79.34
2024 Q4 UNCHANGED 12 0% 0.00% $2K $133.63
2024 Q3 UNCHANGED 12 0% 0.00% $2K $130.41
2024 Q2 REDUCED 12 -220 -94.8% 0.00% $1K $104.38
2024 Q1 REDUCED 232 -10 -4.1% 0.01% $32K $133.58
2023 Q4 REDUCED 242 -71 -22.7% 0.01% $34K $135.45
2023 Q3 REDUCED 313 -12 -3.7% 0.01% $43K $133.54
2023 Q2 REDUCED 325 -16 -4.7% 0.01% $61K $182.38
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% of Fund (quarterly)    ILMN price (monthly, adj. close)
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