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Soltis Investment Advisors LLC: MSTR position timeline

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

Soltis Investment Advisors LLC held 2,883 MSTR 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 2,883 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $250,654.

    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 2,979 shares
    Change vs previous 13F +208 shares

    0.02% of the 13F portfolio, value $371,741.

    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 2,771 shares
    Change vs previous 13F -858 shares

    0.03% of the 13F portfolio, value $421,079.

    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 3,629 shares
    Change vs previous 13F +2,767 shares

    0.08% of the 13F portfolio, value $1,169,334.

    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 862 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $348,606.

    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 889 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $256,348.

    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 795 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $230,171.

    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).