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Soltis Investment Advisors LLC: FDVV position timeline

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

Soltis Investment Advisors LLC held 44,691 FDVV 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 44,691 shares
    Change vs previous 13F +16,301 shares

    0.16% of the 13F portfolio, value $2,694,412.

    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 28,390 shares
    Change vs previous 13F +4,829 shares

    0.1% of the 13F portfolio, value $1,568,289.

    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 23,561 shares
    Change vs previous 13F +2,057 shares

    0.09% of the 13F portfolio, value $1,335,677.

    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 21,504 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $1,197,989.

    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 21,507 shares
    Change vs previous 13F +359 shares

    0.09% of the 13F portfolio, value $1,118,793.

    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 21,148 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $1,048,918.

    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 21,103 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $1,053,875.

    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 21,052 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,066,281.

    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).