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Soltis Investment Advisors LLC: TAIL position timeline

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

Soltis Investment Advisors LLC held 160,571 TAIL 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 160,571 shares
    Change vs previous 13F -401,094 shares

    0.1% of the 13F portfolio, value $1,706,865.

    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 561,665 shares
    Change vs previous 13F +339,687 shares

    0.43% of the 13F portfolio, value $6,577,096.

    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 221,978 shares
    Change vs previous 13F +9,730 shares

    0.17% of the 13F portfolio, value $2,550,530.

    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 212,248 shares
    Change vs previous 13F -1,233 shares

    0.17% of the 13F portfolio, value $2,510,889.

    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 213,481 shares
    Change vs previous 13F -276,331 shares

    0.2% of the 13F portfolio, value $2,559,641.

    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 489,812 shares
    Change vs previous 13F +310,267 shares

    0.52% of the 13F portfolio, value $5,769,987.

    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 179,545 shares
    Change vs previous 13F -3,148 shares

    0.19% of the 13F portfolio, value $2,010,904.

    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 182,693 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,201,448.

    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).