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Disclosery

Soltis Investment Advisors LLC: DFUS position timeline

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

Soltis Investment Advisors LLC held 8,177 DFUS 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 8,177 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $670,049.

    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 8,157 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $578,426.

    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 8,138 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $603,581.

    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 8,120 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $588,245.

    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).