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Soltis Investment Advisors LLC: VWO position timeline

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

Soltis Investment Advisors LLC held 204,645 VWO 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 204,645 shares
    Change vs previous 13F +7,239 shares

    0.7% of the 13F portfolio, value $12,215,289.

    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 197,406 shares
    Change vs previous 13F +17,260 shares

    0.69% of the 13F portfolio, value $10,669,792.

    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 180,146 shares
    Change vs previous 13F +5,404 shares

    0.64% of the 13F portfolio, value $9,684,674.

    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 174,742 shares
    Change vs previous 13F +15,220 shares

    0.65% of the 13F portfolio, value $9,467,496.

    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 159,522 shares
    Change vs previous 13F +14,410 shares

    0.62% of the 13F portfolio, value $7,889,976.

    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 145,112 shares
    Change vs previous 13F +14,183 shares

    0.59% of the 13F portfolio, value $6,567,791.

    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 130,929 shares
    Change vs previous 13F +5,228 shares

    0.53% of the 13F portfolio, value $5,766,135.

    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 125,701 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,014,770.

    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).