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Burns Matteson Capital Management, LLC: ROIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burns Matteson Capital Management, LLC on ROIV, newest first. How the timeline and the estimate are built.

Burns Matteson Capital Management, LLC held 17,891 ROIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,891 shares
    Change vs previous 13F +472 shares

    0.2% of the 13F portfolio, value $633,162.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,419 shares
    Change vs previous 13F -193 shares

    0.19% of the 13F portfolio, value $482,506.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,612 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $382,180.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).