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Soltis Investment Advisors LLC: VTEB position timeline

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

Soltis Investment Advisors LLC held 161,978 VTEB 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 161,978 shares
    Change vs previous 13F +11,367 shares

    0.47% of the 13F portfolio, value $8,192,857.

    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 150,611 shares
    Change vs previous 13F +6,778 shares

    0.49% of the 13F portfolio, value $7,514,001.

    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 143,833 shares
    Change vs previous 13F +3,275 shares

    0.48% of the 13F portfolio, value $7,233,362.

    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 140,558 shares
    Change vs previous 13F -12,428 shares

    0.49% of the 13F portfolio, value $7,037,717.

    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 152,986 shares
    Change vs previous 13F -7,718 shares

    0.59% of the 13F portfolio, value $7,500,881.

    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 160,704 shares
    Change vs previous 13F -3,306 shares

    0.71% of the 13F portfolio, value $7,974,139.

    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 164,010 shares
    Change vs previous 13F -1,020 shares

    0.76% of the 13F portfolio, value $8,221,807.

    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 165,030 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,436,338.

    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).