RVTY β€” PERKINELMER INC COM

Ownership history in SOA Wealth Advisors, LLC.  Β·  18 quarters on record

AI Ownership Summary

SOA Wealth Advisors, LLC. reported PERKINELMER INC COM (RVTY) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows RVTY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RVTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOA Wealth Advisors, LLC.'s position in PERKINELMER INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

RVTY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOA Wealth Advisors, LLC. held RVTY β€” position size vs. price
% of Fund (quarterly)    RVTY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1 β€” 0% 0.00% $88 2025-10-21 $96.83
2025 Q2 UNCHANGED 1 β€” 0% 0.00% $98 2025-07-18 $93.13
2025 Q1 UNCHANGED 1 β€” 0% 0.00% $107 2025-04-14 $97.34
2024 Q4 UNCHANGED 1 β€” 0% 0.00% $112 2025-01-28 $125.23
2024 Q3 UNCHANGED 1 β€” 0% 0.00% $129 2024-10-09 $121.02
2024 Q2 UNCHANGED 1 β€” 0% 0.00% $106 2024-07-17 $112.85
2024 Q1 UNCHANGED 1 β€” 0% 0.00% $106 2024-04-10 $107.33
2023 Q4 UNCHANGED 1 β€” 0% 0.00% $110 2024-01-10 $111.01
2023 Q3 UNCHANGED 1 β€” 0% 0.00% $111 2023-10-10 $109.34
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SOA Wealth Advisors, LLC. and RVTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOA Wealth Advisors, LLC. reported owning RVTY?

SOA Wealth Advisors, LLC. reported RVTY across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported RVTY position in SOA Wealth Advisors, LLC.'s portfolio?

The largest reported portfolio weight for RVTY was 0.00% in 2023 Q3.

What is the latest reported RVTY position on this page?

The most recent filing on this page is 2025 Q3, when SOA Wealth Advisors, LLC. reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $88.

What does the chart on this RVTY ownership page compare?

The chart compares SOA Wealth Advisors, LLC.'s quarterly RVTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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