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Soltis Investment Advisors LLC: NET position timeline

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

Soltis Investment Advisors LLC held 32,451 NET 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 32,451 shares
    Change vs previous 13F -2,169 shares

    0.46% of the 13F portfolio, value $7,959,484.

    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 34,620 shares
    Change vs previous 13F +454 shares

    0.46% of the 13F portfolio, value $7,143,438.

    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 34,166 shares
    Change vs previous 13F +2,176 shares

    0.44% of the 13F portfolio, value $6,735,815.

    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 31,990 shares
    Change vs previous 13F +54 shares

    0.47% of the 13F portfolio, value $6,864,823.

    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 31,936 shares
    Change vs previous 13F +265 shares

    0.49% of the 13F portfolio, value $6,254,108.

    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 31,671 shares
    Change vs previous 13F +95 shares

    0.32% of the 13F portfolio, value $3,568,990.

    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 31,576 shares
    Change vs previous 13F +145 shares

    0.31% of the 13F portfolio, value $3,400,065.

    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 31,431 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,542,424.

    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).