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Soltis Investment Advisors LLC: HEI-A position timeline

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

Soltis Investment Advisors LLC held 5,049 HEI-A 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 5,049 shares
    Change vs previous 13F -172 shares

    0.08% of the 13F portfolio, value $1,302,079.

    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 5,221 shares
    Change vs previous 13F -177 shares

    0.07% of the 13F portfolio, value $1,102,054.

    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 5,398 shares
    Change vs previous 13F -258 shares

    0.09% of the 13F portfolio, value $1,362,589.

    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 5,656 shares
    Change vs previous 13F -53 shares

    0.1% of the 13F portfolio, value $1,437,242.

    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 5,709 shares
    Change vs previous 13F -250 shares

    0.12% of the 13F portfolio, value $1,477,193.

    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 5,959 shares
    Change vs previous 13F -611 shares

    0.11% of the 13F portfolio, value $1,257,092.

    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 6,570 shares
    Change vs previous 13F -329 shares

    0.11% of the 13F portfolio, value $1,222,546.

    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 6,899 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,405,783.

    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).