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Soltis Investment Advisors LLC: VMRK position timeline

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

Soltis Investment Advisors LLC held 138,790 VMRK 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 138,790 shares
    Change vs previous 13F +8,697 shares

    0.54% of the 13F portfolio, value $9,427,995.

    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 130,093 shares
    Change vs previous 13F +14,609 shares

    0.5% of the 13F portfolio, value $7,695,008.

    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 115,484 shares
    Change vs previous 13F -6,401 shares

    0.48% of the 13F portfolio, value $7,280,099.

    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 121,885 shares
    Change vs previous 13F +24,378 shares

    0.55% of the 13F portfolio, value $7,889,615.

    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 97,507 shares
    Change vs previous 13F +4,377 shares

    0.52% of the 13F portfolio, value $6,580,721.

    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 93,130 shares
    Change vs previous 13F +47,198 shares

    0.6% of the 13F portfolio, value $6,666,224.

    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 45,932 shares
    Change vs previous 13F +2,608 shares

    0.31% of the 13F portfolio, value $3,296,049.

    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 43,324 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,225,910.

    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).