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Soltis Investment Advisors LLC: V position timeline

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

Soltis Investment Advisors LLC held 19,297 V 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 19,297 shares
    Change vs previous 13F +5,633 shares

    0.38% of the 13F portfolio, value $6,620,522.

    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 13,664 shares
    Change vs previous 13F -6,484 shares

    0.27% of the 13F portfolio, value $4,129,709.

    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 20,148 shares
    Change vs previous 13F +1,052 shares

    0.47% of the 13F portfolio, value $7,066,015.

    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 19,096 shares
    Change vs previous 13F +351 shares

    0.45% of the 13F portfolio, value $6,518,999.

    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 18,745 shares
    Change vs previous 13F +1,135 shares

    0.52% of the 13F portfolio, value $6,655,282.

    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 17,610 shares
    Change vs previous 13F -1,555 shares

    0.55% of the 13F portfolio, value $6,171,591.

    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 19,165 shares
    Change vs previous 13F -3,545 shares

    0.56% of the 13F portfolio, value $6,056,858.

    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 22,710 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,244,209.

    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).