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Soltis Investment Advisors LLC: FREL position timeline

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

Soltis Investment Advisors LLC held 54,387 FREL 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 54,387 shares
    Change vs previous 13F -302 shares

    0.09% of the 13F portfolio, value $1,593,544.

    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 54,689 shares
    Change vs previous 13F +426 shares

    0.1% of the 13F portfolio, value $1,471,688.

    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 54,263 shares
    Change vs previous 13F +174 shares

    0.1% of the 13F portfolio, value $1,459,132.

    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 54,089 shares
    Change vs previous 13F -3,520 shares

    0.1% of the 13F portfolio, value $1,504,215.

    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 57,609 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $1,557,747.

    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 57,598 shares
    Change vs previous 13F -21,273 shares

    0.14% of the 13F portfolio, value $1,582,217.

    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 78,871 shares
    Change vs previous 13F +27 shares

    0.2% of the 13F portfolio, value $2,131,094.

    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 78,844 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,324,321.

    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).