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Soltis Investment Advisors LLC: ACN position timeline

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

Soltis Investment Advisors LLC held 51,866 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,866 shares
    Change vs previous 13F +35,363 shares

    0.37% of the 13F portfolio, value $6,454,153.

    13F-HR 0001802530-26-000004 filed by Soltis 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 16,503 shares
    Change vs previous 13F -10,157 shares

    0.21% of the 13F portfolio, value $3,272,469.

    13F-HR 0001802530-26-000003 filed by Soltis 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/A 26,660 shares
    Change vs previous 13F +11,754 shares

    0.47% of the 13F portfolio, value $7,152,903.

    13F-HR/A 0001802530-26-000002 filed by Soltis 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 14,906 shares
    Change vs previous 13F +6,953 shares

    0.25% of the 13F portfolio, value $3,675,901.

    13F-HR 0001802530-25-000007 filed by Soltis 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 7,953 shares
    Change vs previous 13F -3,661 shares

    0.19% of the 13F portfolio, value $2,377,121.

    13F-HR 0001802530-25-000004 filed by Soltis 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 11,614 shares
    Change vs previous 13F -5,563 shares

    0.32% of the 13F portfolio, value $3,624,174.

    13F-HR 0001802530-25-000003 filed by Soltis 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 17,177 shares
    Change vs previous 13F +9,414 shares

    0.56% of the 13F portfolio, value $6,042,666.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 7,763 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,744,168.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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