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Soltis Investment Advisors LLC: FCTR position timeline

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

Soltis Investment Advisors LLC held 124,249 FCTR 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 124,249 shares
    Change vs previous 13F -440 shares

    0.29% of the 13F portfolio, value $5,072,473.

    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 124,689 shares
    Change vs previous 13F -1,133 shares

    0.29% of the 13F portfolio, value $4,447,261.

    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 125,822 shares
    Change vs previous 13F -5,563 shares

    0.3% of the 13F portfolio, value $4,488,288.

    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 131,385 shares
    Change vs previous 13F -15,940 shares

    0.32% of the 13F portfolio, value $4,665,472.

    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 147,325 shares
    Change vs previous 13F -5,962 shares

    0.39% of the 13F portfolio, value $5,007,862.

    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 153,287 shares
    Change vs previous 13F -32,688 shares

    0.42% of the 13F portfolio, value $4,739,885.

    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 185,975 shares
    Change vs previous 13F -1,326 shares

    0.57% of the 13F portfolio, value $6,126,155.

    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 187,301 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,824,920.

    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).