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Disclosery

Empirical Asset Management, LLC: ROAM position timeline

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

Empirical Asset Management, LLC held 32,597 ROAM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,597 shares
    Change vs previous 13F +1,523 shares

    0.26% of the 13F portfolio, value $1,165,987.

    13F-HR 0001951757-26-001200 filed by Empirical Asset 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 31,074 shares
    Change vs previous 13F -2,669 shares

    0.25% of the 13F portfolio, value $963,530.

    13F-HR 0001951757-26-000815 filed by Empirical Asset 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 33,743 shares
    Change vs previous 13F +11,849 shares

    0.28% of the 13F portfolio, value $983,064.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,894 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $610,103.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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