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Soltis Investment Advisors LLC: SCHP position timeline

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

Soltis Investment Advisors LLC held 51,917 SCHP 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 51,917 shares
    Change vs previous 13F -5,914 shares

    0.08% of the 13F portfolio, value $1,375,794.

    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 57,831 shares
    Change vs previous 13F -9,731 shares

    0.1% of the 13F portfolio, value $1,538,887.

    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 67,562 shares
    Change vs previous 13F +8,463 shares

    0.12% of the 13F portfolio, value $1,789,717.

    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 59,099 shares
    Change vs previous 13F +261 shares

    0.11% of the 13F portfolio, value $1,592,719.

    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 58,838 shares
    Change vs previous 13F -2,625 shares

    0.12% of the 13F portfolio, value $1,569,795.

    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 61,463 shares
    Change vs previous 13F -11,595 shares

    0.15% of the 13F portfolio, value $1,652,733.

    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 73,058 shares
    Change vs previous 13F +37,632 shares

    0.17% of the 13F portfolio, value $1,887,090.

    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 35,426 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,899,874.

    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).