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Soltis Investment Advisors LLC: GBCI position timeline

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

Soltis Investment Advisors LLC held 105,959 GBCI 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 105,959 shares
    Change vs previous 13F +145 shares

    0.32% of the 13F portfolio, value $5,465,360.

    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 105,814 shares
    Change vs previous 13F -1,771 shares

    0.31% of the 13F portfolio, value $4,726,696.

    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 107,585 shares
    Change vs previous 13F -4,626 shares

    0.31% of the 13F portfolio, value $4,739,104.

    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 112,211 shares
    Change vs previous 13F +144 shares

    0.38% of the 13F portfolio, value $5,461,287.

    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 112,067 shares
    Change vs previous 13F +162 shares

    0.38% of the 13F portfolio, value $4,827,853.

    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 111,905 shares
    Change vs previous 13F -5,478 shares

    0.44% of the 13F portfolio, value $4,948,436.

    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 117,383 shares
    Change vs previous 13F -10,302 shares

    0.55% of the 13F portfolio, value $5,894,971.

    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 127,685 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,835,218.

    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).