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Soltis Investment Advisors LLC: IVOO position timeline

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

Soltis Investment Advisors LLC held 46,703 IVOO 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 46,703 shares
    Change vs previous 13F -4,547 shares

    0.35% of the 13F portfolio, value $6,090,133.

    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 51,250 shares
    Change vs previous 13F -3,422 shares

    0.38% of the 13F portfolio, value $5,858,900.

    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 54,672 shares
    Change vs previous 13F -1,560 shares

    0.4% of the 13F portfolio, value $6,112,328.

    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 56,232 shares
    Change vs previous 13F -5,447 shares

    0.43% of the 13F portfolio, value $6,206,851.

    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 61,679 shares
    Change vs previous 13F -16,771 shares

    0.51% of the 13F portfolio, value $6,475,011.

    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 78,450 shares
    Change vs previous 13F -77,823 shares

    0.69% of the 13F portfolio, value $7,742,970.

    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 156,273 shares
    Change vs previous 13F -16,224 shares

    1.53% of the 13F portfolio, value $16,486,765.

    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 172,497 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $18,220,880.

    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).