Skip to content
Disclosery

Soltis Investment Advisors LLC: FPE position timeline

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

Soltis Investment Advisors LLC held 164,112 FPE 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 164,112 shares
    Change vs previous 13F +25,787 shares

    0.17% of the 13F portfolio, value $2,934,316.

    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 138,325 shares
    Change vs previous 13F +103,331 shares

    0.16% of the 13F portfolio, value $2,455,270.

    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 34,994 shares
    Change vs previous 13F -854 shares

    0.04% of the 13F portfolio, value $637,589.

    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 35,848 shares
    Change vs previous 13F +11,253 shares

    0.05% of the 13F portfolio, value $653,867.

    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 24,595 shares
    Change vs previous 13F +88 shares

    0.03% of the 13F portfolio, value $437,789.

    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 24,507 shares
    Change vs previous 13F +6,252 shares

    0.04% of the 13F portfolio, value $431,076.

    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 18,255 shares
    Change vs previous 13F -15,303 shares

    0.03% of the 13F portfolio, value $323,118.

    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 33,558 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $607,406.

    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).