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Soltis Investment Advisors LLC: MFSI position timeline

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

Soltis Investment Advisors LLC held 514,017 MFSI 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 514,017 shares
    Change vs previous 13F +42,544 shares

    0.96% of the 13F portfolio, value $16,695,258.

    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 471,473 shares
    Change vs previous 13F +44,327 shares

    0.91% of the 13F portfolio, value $14,012,170.

    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 427,146 shares
    Change vs previous 13F +21,781 shares

    0.86% of the 13F portfolio, value $13,006,591.

    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 405,365 shares
    Change vs previous 13F +43,161 shares

    0.83% of the 13F portfolio, value $11,974,486.

    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 362,204 shares
    Change vs previous 13F +81,665 shares

    0.81% of the 13F portfolio, value $10,304,705.

    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 280,539 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $7,215,463.

    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).