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Soltis Investment Advisors LLCCoreConcentrated trader

CIK: 0001802530 | ST. GEORGE, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR814$2.2B2026-10-28SEC ↗
Q2 2026
13F-HR688$1.8B2026-07-31SEC ↗
Q1 2026
13F-HR607$1.6B2026-04-27SEC ↗
Q4 2025Amended
13F-HR/A529$1.5B2026-02-05SEC ↗
Q3 2025
13F-HR487$1.4B2025-11-12SEC ↗
Q2 2025
13F-HR398$1.3B2025-08-06SEC ↗
Q1 2025
13F-HR370$1.1B2025-05-13SEC ↗
Q4 2024
13F-HR372$1.1B2025-01-29SEC ↗
Q3 2024Amended
13F-HR/A365$1.0B2024-11-18SEC ↗
Q2 2024
13F-HR334$944.9M2024-08-12SEC ↗
Q1 2024Amended
13F-HR/A296$935.6M2024-04-29SEC ↗
Q4 2023
13F-HR284$886.0M2024-01-26SEC ↗
Q3 2023
13F-HR260$777.1M2023-11-08SEC ↗
Q2 2023
13F-HR259$860.3M2023-08-09SEC ↗
Q1 2023
13F-HR260$786.1M2023-05-03SEC ↗
Q4 2022
13F-HR251$759.7M2023-02-09SEC ↗
Q3 2022
13F-HR229$35.1M2022-11-14SEC ↗
Q2 2022
13F-HR237$22.5M2022-08-11SEC ↗
Q1 2022
13F-HR254$23.8M2022-05-06SEC ↗
Q4 2021
13F-HR268$24.9M2022-02-09SEC ↗
Q3 2021
13F-HR246$19.8M2021-11-09SEC ↗
Q2 2021
13F-HR246$19.8M2021-08-04SEC ↗
Q1 2021
13F-HR219$15.6M2021-05-11SEC ↗
Q4 2020
13F-HR216$13.6M2021-02-10SEC ↗
Q3 2020
13F-HR199$10.6M2020-10-28SEC ↗
Q2 2020
13F-HR181$9.4M2020-08-12SEC ↗
Q1 2020
13F-HR162$4.9M2020-05-07SEC ↗
Q4 2019
13F-HR153$4.6M2020-02-12SEC ↗