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Soltis Investment Advisors LLC: VO position timeline

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

Soltis Investment Advisors LLC held 37,890 VO 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 37,890 shares
    Change vs previous 13F +27,622 shares

    0.18% of the 13F portfolio, value $3,052,789.

    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 10,268 shares
    Change vs previous 13F -4,121 shares

    0.19% of the 13F portfolio, value $2,948,872.

    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 14,389 shares
    Change vs previous 13F +1,432 shares

    0.28% of the 13F portfolio, value $4,175,885.

    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 12,957 shares
    Change vs previous 13F +2,064 shares

    0.26% of the 13F portfolio, value $3,806,093.

    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 10,893 shares
    Change vs previous 13F +741 shares

    0.24% of the 13F portfolio, value $3,048,291.

    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 10,152 shares
    Change vs previous 13F +467 shares

    0.23% of the 13F portfolio, value $2,625,537.

    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 9,685 shares
    Change vs previous 13F +25 shares

    0.24% of the 13F portfolio, value $2,558,017.

    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 9,660 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,548,707.

    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).