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Soltis Investment Advisors LLC: SCHE position timeline

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

Soltis Investment Advisors LLC held 85,922 SCHE 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 85,922 shares
    Change vs previous 13F +19,328 shares

    0.18% of the 13F portfolio, value $3,115,529.

    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 66,594 shares
    Change vs previous 13F +16,007 shares

    0.14% of the 13F portfolio, value $2,194,261.

    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 50,587 shares
    Change vs previous 13F +2,710 shares

    0.11% of the 13F portfolio, value $1,656,720.

    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 47,877 shares
    Change vs previous 13F +6,645 shares

    0.11% of the 13F portfolio, value $1,597,655.

    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 41,232 shares
    Change vs previous 13F -3,181 shares

    0.1% of the 13F portfolio, value $1,242,733.

    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 44,413 shares
    Change vs previous 13F -14,425 shares

    0.11% of the 13F portfolio, value $1,224,464.

    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 58,838 shares
    Change vs previous 13F -211 shares

    0.15% of the 13F portfolio, value $1,566,858.

    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 59,049 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,723,046.

    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).