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Soltis Investment Advisors LLC: MFIN position timeline

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

Soltis Investment Advisors LLC held 45,767 MFIN 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 45,767 shares
    Change vs previous 13F -6,000 shares

    0.03% of the 13F portfolio, value $467,281.

    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 51,767 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $443,126.

    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 51,762 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $532,631.

    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 51,760 shares
    Change vs previous 13F +4,466 shares

    0.04% of the 13F portfolio, value $522,776.

    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 47,294 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $450,712.

    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 47,294 shares
    Change vs previous 13F -6,000 shares

    0.04% of the 13F portfolio, value $411,931.

    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 53,294 shares
    Change vs previous 13F -5,000 shares

    0.05% of the 13F portfolio, value $500,431.

    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 58,294 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $474,513.

    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).