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Soltis Investment Advisors LLC: QQQ position timeline

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

Soltis Investment Advisors LLC held 21,594 QQQ 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 21,594 shares
    Change vs previous 13F -973 shares

    0.92% of the 13F portfolio, value $15,901,720.

    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 22,567 shares
    Change vs previous 13F +1,124 shares

    0.85% of the 13F portfolio, value $13,025,455.

    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 21,443 shares
    Change vs previous 13F +3,372 shares

    0.87% of the 13F portfolio, value $13,172,546.

    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 18,071 shares
    Change vs previous 13F +126 shares

    0.75% of the 13F portfolio, value $10,849,270.

    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 17,945 shares
    Change vs previous 13F -20,031 shares

    0.78% of the 13F portfolio, value $9,899,392.

    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 37,976 shares
    Change vs previous 13F +15,048 shares

    1.59% of the 13F portfolio, value $17,807,798.

    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 22,928 shares
    Change vs previous 13F -1,605 shares

    1.09% of the 13F portfolio, value $11,721,489.

    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 24,533 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $11,973,716.

    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).