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Soltis Investment Advisors LLC: IJK position timeline

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

Soltis Investment Advisors LLC held 47,071 IJK 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 47,071 shares
    Change vs previous 13F +1,825 shares

    0.32% of the 13F portfolio, value $5,530,823.

    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 45,246 shares
    Change vs previous 13F +1,959 shares

    0.3% of the 13F portfolio, value $4,552,687.

    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 43,287 shares
    Change vs previous 13F +1,794 shares

    0.28% of the 13F portfolio, value $4,193,639.

    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 41,493 shares
    Change vs previous 13F +2,208 shares

    0.28% of the 13F portfolio, value $3,978,778.

    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 39,285 shares
    Change vs previous 13F +2,866 shares

    0.28% of the 13F portfolio, value $3,574,138.

    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 36,419 shares
    Change vs previous 13F +3,378 shares

    0.27% of the 13F portfolio, value $3,033,011.

    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 33,041 shares
    Change vs previous 13F -4,342 shares

    0.28% of the 13F portfolio, value $3,004,390.

    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 37,383 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,436,664.

    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).