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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

  1. period ended2026-06-30
    13F 7,375 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 7,035 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F/A 6,889 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 3,838 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change 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), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,157 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F/A 2,238 shares
    Change 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), ingested

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