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Soltis Investment Advisors LLC: IJR position timeline

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

Soltis Investment Advisors LLC held 70,134 IJR 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 70,134 shares
    Change vs previous 13F -659 shares

    0.6% of the 13F portfolio, value $10,401,606.

    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 70,793 shares
    Change vs previous 13F -1,965 shares

    0.57% of the 13F portfolio, value $8,800,303.

    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 72,758 shares
    Change vs previous 13F +6,867 shares

    0.58% of the 13F portfolio, value $8,744,063.

    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 65,891 shares
    Change vs previous 13F +990 shares

    0.54% of the 13F portfolio, value $7,829,776.

    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 64,901 shares
    Change vs previous 13F +85 shares

    0.56% of the 13F portfolio, value $7,093,076.

    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 64,816 shares
    Change vs previous 13F -1,829 shares

    0.61% of the 13F portfolio, value $6,777,764.

    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 66,645 shares
    Change vs previous 13F -1,101 shares

    0.71% of the 13F portfolio, value $7,678,861.

    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 67,746 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,923,547.

    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).