Soltis Investment Advisors LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Soltis Investment Advisors LLC opened 9 positions, added to 9, reduced 3 and sold out of 14.
- Q2 2026: Stock ALIGHT INC; Country of operation United States; Class COM CL A; Shares before 0.
- Q1 2026: Stock CARNIVAL CORP; Country of operation —; Class COMMON STOCK; Shares before 0.
- Q4 2025: Stock TRAVELERS COMPANIES INC; Country of operation —; Class COM; Shares before 0.
- Q3 2025: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 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.
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