Skip to content
Disclosery

Soltis Investment Advisors LLC: ZION position timeline

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

Soltis Investment Advisors LLC held 25,114 ZION 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 25,114 shares
    Change vs previous 13F +121 shares

    0.1% of the 13F portfolio, value $1,737,650.

    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 24,993 shares
    Change vs previous 13F -377 shares

    0.09% of the 13F portfolio, value $1,440,082.

    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 25,370 shares
    Change vs previous 13F -11,156 shares

    0.1% of the 13F portfolio, value $1,485,139.

    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 36,526 shares
    Change vs previous 13F +5,751 shares

    0.14% of the 13F portfolio, value $2,066,664.

    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 30,775 shares
    Change vs previous 13F +13,404 shares

    0.13% of the 13F portfolio, value $1,598,457.

    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 17,371 shares
    Change vs previous 13F +1,823 shares

    0.08% of the 13F portfolio, value $866,109.

    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 15,548 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $843,483.

    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 15,588 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $736,085.

    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).