Soltis Investment Advisors LLC
Position in LXEO — Lexeo Therapeutics, Inc.
CIK 1802530
ST. GEORGE, UT
Position in LXEO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$93,174
-$21,626 QoQ
Shares Held
20,016
+0.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 141 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LXEO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Soltis Investment Advisors LLC holds $1,389,119 across 4 Biotechnology names. LXEO ranks #4 (6.7% of the industry book) .
All Filings in LXEO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,174 | 20,016 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $114,800 | 20,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $198,600 | 20,000 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $132,800 | 20,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,400 | 20,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $69,400 | 20,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||