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Soltis Investment Advisors LLC: WFC position timeline

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

Soltis Investment Advisors LLC held 39,643 WFC 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 39,643 shares
    Change vs previous 13F +4,962 shares

    0.19% of the 13F portfolio, value $3,276,117.

    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 34,681 shares
    Change vs previous 13F +88 shares

    0.18% of the 13F portfolio, value $2,760,955.

    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 34,593 shares
    Change vs previous 13F +4,930 shares

    0.21% of the 13F portfolio, value $3,224,062.

    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 29,663 shares
    Change vs previous 13F +5,064 shares

    0.17% of the 13F portfolio, value $2,486,366.

    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 24,599 shares
    Change vs previous 13F +459 shares

    0.15% of the 13F portfolio, value $1,970,847.

    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 24,140 shares
    Change vs previous 13F +281 shares

    0.15% of the 13F portfolio, value $1,733,023.

    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 23,859 shares
    Change vs previous 13F +875 shares

    0.16% of the 13F portfolio, value $1,675,852.

    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 22,984 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,298,359.

    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).