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Soltis Investment Advisors LLC: DON position timeline

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

Soltis Investment Advisors LLC held 26,466 DON 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 26,466 shares
    Change vs previous 13F -1,734 shares

    0.09% of the 13F portfolio, value $1,495,840.

    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 28,200 shares
    Change vs previous 13F -1,571 shares

    0.1% of the 13F portfolio, value $1,481,631.

    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 29,771 shares
    Change vs previous 13F -1,205 shares

    0.1% of the 13F portfolio, value $1,536,176.

    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 30,976 shares
    Change vs previous 13F -1,231 shares

    0.11% of the 13F portfolio, value $1,620,057.

    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 32,207 shares
    Change vs previous 13F -3,008 shares

    0.13% of the 13F portfolio, value $1,614,227.

    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 35,215 shares
    Change vs previous 13F -4,784 shares

    0.16% of the 13F portfolio, value $1,743,826.

    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 39,999 shares
    Change vs previous 13F -2,278 shares

    0.19% of the 13F portfolio, value $2,038,727.

    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 42,277 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,161,601.

    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).