Position in SOLV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,643
-$18,109 QoQ
Shares Held
125
-70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#686
of 867 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $14,083 across 3 Medical Instruments & Supplies names. SOLV ranks #1 (68.5% of the industry book) .
All Filings in SOLV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,643 | 125 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,752 | 425 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,677 | 425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,025 | 425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,232 | 425 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,317 | 425 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||