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Soltis Investment Advisors LLC: SPG position timeline

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

Soltis Investment Advisors LLC held 27,851 SPG 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 27,851 shares
    Change vs previous 13F +1,516 shares

    0.36% of the 13F portfolio, value $6,228,767.

    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 26,335 shares
    Change vs previous 13F +1,256 shares

    0.32% of the 13F portfolio, value $4,912,219.

    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 25,079 shares
    Change vs previous 13F +1,260 shares

    0.31% of the 13F portfolio, value $4,642,387.

    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 23,819 shares
    Change vs previous 13F +638 shares

    0.31% of the 13F portfolio, value $4,470,108.

    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 23,181 shares
    Change vs previous 13F +772 shares

    0.29% of the 13F portfolio, value $3,726,587.

    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 22,409 shares
    Change vs previous 13F -801 shares

    0.33% of the 13F portfolio, value $3,721,656.

    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 23,210 shares
    Change vs previous 13F +279 shares

    0.37% of the 13F portfolio, value $3,996,949.

    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 22,931 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,875,784.

    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).