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Soltis Investment Advisors LLC: PDEC position timeline

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

Soltis Investment Advisors LLC held 5,830 PDEC 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 5,830 shares
    Change vs previous 13F -1,711 shares

    0.02% of the 13F portfolio, value $267,529.

    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 7,541 shares
    Change vs previous 13F -256,601 shares

    0.02% of the 13F portfolio, value $320,483.

    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 264,142 shares
    Change vs previous 13F +12,362 shares

    0.76% of the 13F portfolio, value $11,458,498.

    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 251,780 shares
    Change vs previous 13F +244,128 shares

    0.73% of the 13F portfolio, value $10,579,775.

    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 7,652 shares
    Change vs previous 13F -353 shares

    0.02% of the 13F portfolio, value $306,148.

    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 8,005 shares
    Change vs previous 13F -4,910 shares

    0.03% of the 13F portfolio, value $300,980.

    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 12,915 shares
    Change vs previous 13F +3,218 shares

    0.05% of the 13F portfolio, value $496,186.

    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 9,697 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $371,484.

    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).