Soltis Investment Advisors LLC

Position in GM — General Motors Co

CIK 1802530 ST. GEORGE, UT

Back to GM Full portfolio

Position in GM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$933,284

-$115,154 QoQ

Shares Held

12,108

-14.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#669

of 1,548 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Common Shares in GM Over Time

Shares Held

Position Value (USD)

Derivatives in GM

reported options exposure · as of Dec 31, 2021

CallValue

$23,452

CallShares

400

PutValue

$410,410

PutShares

7,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $19,764,064 across 4 Auto Manufacturers names. GM ranks #2 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	42,742	$17,977,285
2	GM	General Motors Co This page	12,108	$933,284
3	F	Ford Motor Co	43,143	$599,687
4	TM	Toyota Motor Corp/	1,507	$253,808

All Filings in GM

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$933,284	12,108	-14.0%	Shares	Sole	2026-07-31
2026-03-31	$1,048,438	14,073	+23.4%	Shares	Sole	2026-04-27
2025-12-31	$927,210	11,402	-0.1%	Shares	Sole	2026-04-02
2025-09-30	$696,033	11,416	-24.4%	Shares	Sole	2025-11-12
2025-06-30	$742,628	15,091	+13.3%	Shares	Sole	2025-08-06
2025-03-31	$626,580	13,323	+4.1%	Shares	Sole	2025-05-13
2024-12-31	$682,015	12,803	-20.1%	Shares	Sole	2025-01-29
2024-09-30	$718,830	16,031	-5.5%	Shares	Sole	2025-01-03
2024-06-30	$788,240	16,966	-86.6%	Shares	Sole	2024-08-12
2024-03-31	$5,721,038	126,153	+588.0%	Shares	Sole	2024-05-29
2023-12-31	$658,665	18,337	-1.3%	Shares	Sole	2024-01-26
2023-09-30	$612,285	18,571	+0.9%	Shares	Sole	2023-11-08
2023-06-30	$709,465	18,399	-3.9%	Shares	Sole	2023-08-09
2023-03-31	$702,165	19,143	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$643,600	19,132	-26.2%	Shares	Sole	2023-02-09
2022-09-30	$831,965	25,926	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$823,060	25,915	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$1,139,252	26,046	+1.3%	Shares	Sole	2022-05-06
2021-12-31	$410,410	7,000	—	Put	Sole	2022-02-09
2021-12-31	$23,452	400	—	Call	Sole	2022-02-09
2021-12-31	$1,506,966	25,703	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.