Soltis Investment Advisors LLC: WM position timeline

Soltis Investment Advisors LLC held 1,540 WM 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 1,540 shares

   Change vs previous 13F +43 shares

   0.02% of the 13F portfolio, value $343,273.

   13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,497 shares

   Change vs previous 13F +212 shares

   0.02% of the 13F portfolio, value $344,068.

   13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F/A 1,285 shares

   Change vs previous 13F +234 shares

   0.02% of the 13F portfolio, value $282,256.

   13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors LLC
   Filed 2026-04-02 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,051 shares

   Change vs previous 13F -22 shares

   0.02% of the 13F portfolio, value $232,148.

   13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,073 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $245,431.

   13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).