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Soltis Investment Advisors LLC: HSY position timeline

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

Soltis Investment Advisors LLC held 55,484 HSY 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 55,484 shares
    Change vs previous 13F +7,318 shares

    0.56% of the 13F portfolio, value $9,734,729.

    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 48,166 shares
    Change vs previous 13F +1,110 shares

    0.65% of the 13F portfolio, value $10,013,319.

    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 47,056 shares
    Change vs previous 13F +1,852 shares

    0.56% of the 13F portfolio, value $8,563,275.

    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 45,204 shares
    Change vs previous 13F +1,934 shares

    0.58% of the 13F portfolio, value $8,455,455.

    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 43,270 shares
    Change vs previous 13F -2,722 shares

    0.56% of the 13F portfolio, value $7,180,725.

    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 45,992 shares
    Change vs previous 13F +3,964 shares

    0.7% of the 13F portfolio, value $7,865,949.

    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 42,028 shares
    Change vs previous 13F -2,311 shares

    0.66% of the 13F portfolio, value $7,117,500.

    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 44,339 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,503,357.

    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).