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Soltis Investment Advisors LLC: SRLN position timeline

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

Soltis Investment Advisors LLC held 10,383 SRLN 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 10,383 shares
    Change vs previous 13F -16,113 shares

    0.02% of the 13F portfolio, value $418,326.

    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 26,496 shares
    Change vs previous 13F -32,429 shares

    0.07% of the 13F portfolio, value $1,063,533.

    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 58,925 shares
    Change vs previous 13F -17,040 shares

    0.16% of the 13F portfolio, value $2,431,852.

    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 75,965 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,158,616.

    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).