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Soltis Investment Advisors LLC: MORT position timeline

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

Soltis Investment Advisors LLC held 23,181 MORT 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 23,181 shares
    Change vs previous 13F -39,595 shares

    0.01% of the 13F portfolio, value $240,155.

    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 62,776 shares
    Change vs previous 13F -59,901 shares

    0.04% of the 13F portfolio, value $644,082.

    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 122,677 shares
    Change vs previous 13F -37,665 shares

    0.08% of the 13F portfolio, value $1,289,331.

    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 160,342 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,726,884.

    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).