Soltis Investment Advisors LLC: AFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Soltis Investment Advisors LLC on AFL, newest first. How the timeline and the estimate are built.
Soltis Investment Advisors LLC held 7,375 AFL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 7,375 sharesChange vs previous 13F +340 shares
0.05% of the 13F portfolio, value $864,699.
13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,035 sharesChange vs previous 13F +146 shares
0.05% of the 13F portfolio, value $771,862.
13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 6,889 sharesChange vs previous 13F +3,051 shares
0.05% of the 13F portfolio, value $759,675.
13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,838 sharesChange vs previous 13F +3,838 shares
0.03% of the 13F portfolio, value $428,689.
13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,157 shares
13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,157 sharesChange vs previous 13F -81 shares
0.02% of the 13F portfolio, value $223,096.
13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 2,238 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $250,165.
13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).