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Soltis Investment Advisors LLC: STIP position timeline

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

Soltis Investment Advisors LLC held 27,454 STIP 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 27,454 shares
    Change vs previous 13F -72 shares

    0.16% of the 13F portfolio, value $2,804,711.

    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 27,526 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $2,847,061.

    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 27,522 shares
    Change vs previous 13F -3,721 shares

    0.19% of the 13F portfolio, value $2,817,976.

    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 31,243 shares
    Change vs previous 13F -854 shares

    0.22% of the 13F portfolio, value $3,229,271.

    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 32,097 shares
    Change vs previous 13F -1,740 shares

    0.26% of the 13F portfolio, value $3,303,084.

    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 33,837 shares
    Change vs previous 13F -410 shares

    0.31% of the 13F portfolio, value $3,501,160.

    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 34,247 shares
    Change vs previous 13F -2,669 shares

    0.32% of the 13F portfolio, value $3,445,225.

    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 36,916 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,740,288.

    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).