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Disclosery

Soltis Investment Advisors LLC: APAM position timeline

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

Soltis Investment Advisors LLC held 0 APAM shares at 2024-12-31 per its 13F-HR filed 2025-01-29.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -100,340 shares

    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).

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

  2. period ended2024-09-30
    13F/A 100,340 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,346,750.

    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).