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Solano Wealth Investment Advisors LLC: IHDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solano Wealth Investment Advisors LLC on IHDG, newest first. How the timeline and the estimate are built.

Solano Wealth Investment Advisors LLC held 226,834 IHDG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,834 shares
    Change vs previous 13F +1,427 shares

    5.41% of the 13F portfolio, value $11,881,597.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,407 shares
    Change vs previous 13F +4,765 shares

    5.41% of the 13F portfolio, value $10,853,357.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 220,642 shares
    Change vs previous 13F +1,517 shares

    5.32% of the 13F portfolio, value $10,736,455.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 219,125 shares
    Change vs previous 13F +10,425 shares

    4.87% of the 13F portfolio, value $10,097,287.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 208,700 shares
    Change vs previous 13F +91,692 shares

    4.83% of the 13F portfolio, value $9,401,968.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 117,008 shares
    Change vs previous 13F -1,937 shares

    3.14% of the 13F portfolio, value $5,078,151.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 118,945 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $5,170,536.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).