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Soltis Investment Advisors LLC: O position timeline

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

Soltis Investment Advisors LLC held 192,731 O 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 192,731 shares
    Change vs previous 13F +15,233 shares

    0.69% of the 13F portfolio, value $11,941,614.

    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 177,498 shares
    Change vs previous 13F +11,535 shares

    0.71% of the 13F portfolio, value $10,859,309.

    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 165,963 shares
    Change vs previous 13F +9,311 shares

    0.62% of the 13F portfolio, value $9,355,313.

    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 156,652 shares
    Change vs previous 13F +8,339 shares

    0.66% of the 13F portfolio, value $9,522,849.

    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 148,313 shares
    Change vs previous 13F +7,278 shares

    0.67% of the 13F portfolio, value $8,544,317.

    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 141,035 shares
    Change vs previous 13F +1,939 shares

    0.73% of the 13F portfolio, value $8,181,442.

    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 139,096 shares
    Change vs previous 13F -4,558 shares

    0.69% of the 13F portfolio, value $7,429,141.

    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 143,654 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,110,517.

    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).