Soltis Investment Advisors LLC: CHRW position timeline

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

Soltis Investment Advisors LLC held 2,747 CHRW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 2,747 shares
Change vs previous 13F +337 shares
0.03% of the 13F portfolio, value $517,366.
13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,410 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $400,169.
13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).