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Soltis Investment Advisors LLC: SNFCA position timeline

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

Soltis Investment Advisors LLC held 0 SNFCA shares at 2025-12-31 per its 13F-HR/A filed 2026-04-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -2,637,795 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,637,795 shares
    Change vs previous 13F +86,699 shares

    1.58% of the 13F portfolio, value $22,869,683.

    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).

  3. period ended2025-06-30
    13F 2,551,096 shares
    Change vs previous 13F -14,408 shares

    1.97% of the 13F portfolio, value $25,128,296.

    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).

  4. period ended2025-03-31
    13F 2,565,504 shares
    Change vs previous 13F -58,327 shares

    2.77% of the 13F portfolio, value $31,042,598.

    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).

  5. period ended2024-12-31
    13F 2,623,831 shares
    Change vs previous 13F -197,117 shares

    2.92% of the 13F portfolio, value $31,564,687.

    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).

  6. period ended2024-09-30
    13F/A 2,820,948 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $25,952,722.

    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).