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Soltis Investment Advisors LLC: XLI position timeline

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

Soltis Investment Advisors LLC held 3,158 XLI 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 3,158 shares
    Change vs previous 13F -17,569 shares

    0.03% of the 13F portfolio, value $585,001.

    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 20,727 shares
    Change vs previous 13F +16,688 shares

    0.22% of the 13F portfolio, value $3,352,218.

    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 4,039 shares
    Change vs previous 13F -597 shares

    0.04% of the 13F portfolio, value $626,461.

    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 4,636 shares
    Change vs previous 13F -888 shares

    0.05% of the 13F portfolio, value $714,995.

    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 5,524 shares
    Change vs previous 13F -184 shares

    0.06% of the 13F portfolio, value $814,912.

    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 5,708 shares
    Change vs previous 13F -223 shares

    0.07% of the 13F portfolio, value $748,177.

    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 5,931 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $781,454.

    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 5,935 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $803,797.

    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).