Soltis Investment Advisors LLC historic quarter change: Foreign Bonds: Other Debt, Added
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Soltis Investment Advisors LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802530), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-04-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-01-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Nishkama Capital, LLC | United States | $1.585B | 52 |
| DigitalBridge Group, Inc. | United States | $1.585B | 143 |
| Sunbelt Securities, Inc. | United States | $1.584B | 2,954 |
| Vanguard National Trust Co | United States | $1.587B | 751 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | United States | $1.583B | 69 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | United States | $1.588B | 611 |
| B. Riley Wealth Advisors, Inc. | United States | $1.579B | 898 |
| LEE DANNER & BASS INC | United States | $1.592B | 246 |
| First American Bank | United States | $1.594B | 282 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | United States | $1.577B | 2,102 |