Soltis Investment Advisors LLC: ZJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Soltis Investment Advisors LLC on ZJUL, newest first. How the timeline and the estimate are built.
Soltis Investment Advisors LLC held 8,858 ZJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 8,858 sharesChange vs previous 13F +519 shares
0.02% of the 13F portfolio, value $265,466.
13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,339 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $242,418.
13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 8,339 sharesChange vs previous 13F -7,195 shares
0.02% of the 13F portfolio, value $242,376.
13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,534 sharesChange vs previous 13F +5,440 shares
0.03% of the 13F portfolio, value $446,305.
13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,094 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $284,462.
13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).