Skip to content
Disclosery

Soltis Investment Advisors LLC: JPST position timeline

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

Soltis Investment Advisors LLC held 374,519 JPST 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 374,519 shares
    Change vs previous 13F -5,973 shares

    1.09% of the 13F portfolio, value $18,939,414.

    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 380,492 shares
    Change vs previous 13F -47,304 shares

    1.25% of the 13F portfolio, value $19,256,679.

    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 427,796 shares
    Change vs previous 13F -35,857 shares

    1.43% of the 13F portfolio, value $21,642,180.

    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 463,653 shares
    Change vs previous 13F -23,791 shares

    1.63% of the 13F portfolio, value $23,521,129.

    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 487,444 shares
    Change vs previous 13F -6,647 shares

    1.94% of the 13F portfolio, value $24,703,680.

    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 494,091 shares
    Change vs previous 13F +7,053 shares

    2.24% of the 13F portfolio, value $25,015,845.

    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 487,038 shares
    Change vs previous 13F -10,784 shares

    2.27% of the 13F portfolio, value $24,532,096.

    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 497,822 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $25,259,506.

    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).