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Soltis Investment Advisors LLC: NOW position timeline

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

Soltis Investment Advisors LLC held 49,338 NOW 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 49,338 shares
    Change vs previous 13F +1,830 shares

    0.28% of the 13F portfolio, value $4,898,325.

    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 47,508 shares
    Change vs previous 13F +1,214 shares

    0.32% of the 13F portfolio, value $4,966,933.

    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 46,294 shares
    Change vs previous 13F +45,538 shares

    0.47% of the 13F portfolio, value $7,091,746.

    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 756 shares
    Change vs previous 13F +49 shares

    0.05% of the 13F portfolio, value $696,124.

    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 707 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $726,928.

    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 685 shares
    Change vs previous 13F +70 shares

    0.05% of the 13F portfolio, value $545,193.

    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 615 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $651,946.

    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 568 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $508,209.

    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).