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Disclosery

Soltis Investment Advisors LLC: RC position timeline

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

Soltis Investment Advisors LLC held 863,008 RC 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 863,008 shares
    Change vs previous 13F -35,643 shares

    0.09% of the 13F portfolio, value $1,510,264.

    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 898,651 shares
    Change vs previous 13F +936 shares

    0.09% of the 13F portfolio, value $1,455,814.

    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 897,715 shares
    Change vs previous 13F -33,469 shares

    0.13% of the 13F portfolio, value $1,957,018.

    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 931,184 shares
    Change vs previous 13F -56,685 shares

    0.25% of the 13F portfolio, value $3,603,681.

    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 987,869 shares
    Change vs previous 13F -62,333 shares

    0.34% of the 13F portfolio, value $4,316,988.

    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 1,050,202 shares
    Change vs previous 13F -28,472 shares

    0.48% of the 13F portfolio, value $5,345,529.

    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 1,078,674 shares
    Change vs previous 13F -56,190 shares

    0.68% of the 13F portfolio, value $7,356,554.

    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 1,134,864 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,659,010.

    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).