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Soltis Investment Advisors LLC: IJJ position timeline

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

Soltis Investment Advisors LLC held 32,125 IJJ 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 32,125 shares
    Change vs previous 13F +1,658 shares

    0.27% of the 13F portfolio, value $4,745,830.

    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 30,467 shares
    Change vs previous 13F +1,698 shares

    0.26% of the 13F portfolio, value $4,036,908.

    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 28,769 shares
    Change vs previous 13F +3,504 shares

    0.25% of the 13F portfolio, value $3,785,723.

    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 25,265 shares
    Change vs previous 13F +1,520 shares

    0.23% of the 13F portfolio, value $3,277,341.

    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 23,745 shares
    Change vs previous 13F +1,799 shares

    0.23% of the 13F portfolio, value $2,934,385.

    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 21,946 shares
    Change vs previous 13F +761 shares

    0.23% of the 13F portfolio, value $2,627,650.

    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 21,185 shares
    Change vs previous 13F -9,893 shares

    0.25% of the 13F portfolio, value $2,647,234.

    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 31,078 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,841,894.

    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).