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Soltis Investment Advisors LLC: C position timeline

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

Soltis Investment Advisors LLC held 81,601 C 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 81,601 shares
    Change vs previous 13F +4,222 shares

    0.66% of the 13F portfolio, value $11,420,912.

    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 77,379 shares
    Change vs previous 13F -5,570 shares

    0.57% of the 13F portfolio, value $8,775,529.

    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 82,949 shares
    Change vs previous 13F +3,522 shares

    0.64% of the 13F portfolio, value $9,679,304.

    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 79,427 shares
    Change vs previous 13F -34,292 shares

    0.56% of the 13F portfolio, value $8,061,803.

    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 113,719 shares
    Change vs previous 13F -614 shares

    0.76% of the 13F portfolio, value $9,679,764.

    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 114,333 shares
    Change vs previous 13F -2,037 shares

    0.73% of the 13F portfolio, value $8,116,482.

    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 116,370 shares
    Change vs previous 13F +3,946 shares

    0.76% of the 13F portfolio, value $8,191,274.

    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 112,424 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,037,759.

    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).