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Soltis Investment Advisors LLC: XLC position timeline

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

Soltis Investment Advisors LLC held 11,040 XLC 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 11,040 shares
    Change vs previous 13F -39 shares

    0.07% of the 13F portfolio, value $1,182,739.

    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 11,079 shares
    Change vs previous 13F -1,988 shares

    0.08% of the 13F portfolio, value $1,228,212.

    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 13,067 shares
    Change vs previous 13F -1,474 shares

    0.1% of the 13F portfolio, value $1,538,271.

    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 14,541 shares
    Change vs previous 13F +597 shares

    0.12% of the 13F portfolio, value $1,721,196.

    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 13,944 shares
    Change vs previous 13F -18,496 shares

    0.12% of the 13F portfolio, value $1,513,374.

    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 32,440 shares
    Change vs previous 13F +12,552 shares

    0.28% of the 13F portfolio, value $3,128,828.

    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 19,888 shares
    Change vs previous 13F -739 shares

    0.18% of the 13F portfolio, value $1,925,364.

    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 20,627 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,864,710.

    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).