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Soltis Investment Advisors LLC: IVE position timeline

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

Soltis Investment Advisors LLC held 37,361 IVE 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 37,361 shares
    Change vs previous 13F +1,653 shares

    0.49% of the 13F portfolio, value $8,483,245.

    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 35,708 shares
    Change vs previous 13F +1,681 shares

    0.49% of the 13F portfolio, value $7,539,732.

    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 34,027 shares
    Change vs previous 13F +2,681 shares

    0.48% of the 13F portfolio, value $7,216,059.

    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 31,346 shares
    Change vs previous 13F +4,087 shares

    0.45% of the 13F portfolio, value $6,473,358.

    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 27,259 shares
    Change vs previous 13F -501 shares

    0.42% of the 13F portfolio, value $5,326,861.

    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 27,760 shares
    Change vs previous 13F +3,066 shares

    0.47% of the 13F portfolio, value $5,290,542.

    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 24,694 shares
    Change vs previous 13F -15,323 shares

    0.44% of the 13F portfolio, value $4,713,680.

    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 40,017 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,890,158.

    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).