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Soltis Investment Advisors LLC: ITOT position timeline

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

Soltis Investment Advisors LLC held 36,941 ITOT 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 36,941 shares
    Change vs previous 13F -31 shares

    0.35% of the 13F portfolio, value $6,068,233.

    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 36,972 shares
    Change vs previous 13F -132 shares

    0.34% of the 13F portfolio, value $5,265,937.

    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 37,104 shares
    Change vs previous 13F -1,580 shares

    0.36% of the 13F portfolio, value $5,517,044.

    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 38,684 shares
    Change vs previous 13F +69 shares

    0.39% of the 13F portfolio, value $5,634,277.

    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 38,615 shares
    Change vs previous 13F +1,519 shares

    0.41% of the 13F portfolio, value $5,214,615.

    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 37,096 shares
    Change vs previous 13F +2,014 shares

    0.4% of the 13F portfolio, value $4,526,023.

    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 35,082 shares
    Change vs previous 13F +33 shares

    0.42% of the 13F portfolio, value $4,512,258.

    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 35,049 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,402,917.

    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).