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Soltis Investment Advisors LLC: FBND position timeline

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

Soltis Investment Advisors LLC held 73,651 FBND 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 73,651 shares
    Change vs previous 13F +269 shares

    0.19% of the 13F portfolio, value $3,350,377.

    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 73,382 shares
    Change vs previous 13F +59,294 shares

    0.22% of the 13F portfolio, value $3,347,683.

    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 14,088 shares
    Change vs previous 13F -55,672 shares

    0.04% of the 13F portfolio, value $648,633.

    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 69,760 shares
    Change vs previous 13F -404 shares

    0.22% of the 13F portfolio, value $3,225,713.

    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 70,164 shares
    Change vs previous 13F -9,033 shares

    0.25% of the 13F portfolio, value $3,209,996.

    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 79,197 shares
    Change vs previous 13F -5,573 shares

    0.32% of the 13F portfolio, value $3,615,348.

    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 84,770 shares
    Change vs previous 13F +5,140 shares

    0.35% of the 13F portfolio, value $3,803,637.

    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 79,630 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,721,909.

    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).