Soltis Investment Advisors LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Soltis Investment Advisors LLC on CEG, newest first. How the timeline and the estimate are built.
Soltis Investment Advisors LLC held 971 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 971 sharesChange vs previous 13F +51 shares
0.01% of the 13F portfolio, value $241,200.
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 920 sharesChange vs previous 13F -88 shares
0.02% of the 13F portfolio, value $256,990.
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 1,008 sharesChange vs previous 13F +93 shares
0.02% of the 13F portfolio, value $356,149.
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 915 sharesChange vs previous 13F +130 shares
0.02% of the 13F portfolio, value $301,177.
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 ended2025-06-3013F 785 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $253,391.
13F-HR 0001802530-25-000004 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).