Skip to content
Disclosery

Soltis Investment Advisors LLC: SPYG position timeline

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

Soltis Investment Advisors LLC held 11,690 SPYG 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 11,690 shares
    Change vs previous 13F -1,366 shares

    0.08% of the 13F portfolio, value $1,391,018.

    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 13,056 shares
    Change vs previous 13F +4,354 shares

    0.08% of the 13F portfolio, value $1,278,358.

    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 8,702 shares
    Change vs previous 13F +1,537 shares

    0.06% of the 13F portfolio, value $928,538.

    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 7,165 shares
    Change vs previous 13F +363 shares

    0.05% of the 13F portfolio, value $748,803.

    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 6,802 shares
    Change vs previous 13F -1,017 shares

    0.05% of the 13F portfolio, value $648,364.

    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 7,819 shares
    Change vs previous 13F -49,838 shares

    0.06% of the 13F portfolio, value $628,427.

    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 57,657 shares
    Change vs previous 13F -21,561 shares

    0.47% of the 13F portfolio, value $5,068,033.

    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 79,218 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,570,341.

    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).