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Soltis Investment Advisors LLC: IEFA position timeline

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

Soltis Investment Advisors LLC held 48,860 IEFA 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 48,860 shares
    Change vs previous 13F +6,254 shares

    0.27% of the 13F portfolio, value $4,718,854.

    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 42,606 shares
    Change vs previous 13F +1,899 shares

    0.25% of the 13F portfolio, value $3,857,078.

    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 40,707 shares
    Change vs previous 13F +676 shares

    0.24% of the 13F portfolio, value $3,641,604.

    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 40,031 shares
    Change vs previous 13F +98 shares

    0.24% of the 13F portfolio, value $3,495,080.

    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 39,933 shares
    Change vs previous 13F -71 shares

    0.26% of the 13F portfolio, value $3,333,577.

    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 40,004 shares
    Change vs previous 13F -11,947 shares

    0.27% of the 13F portfolio, value $3,026,289.

    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 51,951 shares
    Change vs previous 13F -2,463 shares

    0.34% of the 13F portfolio, value $3,651,142.

    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 54,414 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,247,047.

    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).