Skip to content
Disclosery

HFR Wealth Management, LLC: ROL position timeline

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

HFR Wealth Management, LLC held 266,580 ROL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,580 shares
    Change vs previous 13F -2,028 shares

    2.72% of the 13F portfolio, value $11,127,064.

    13F-HR 0001877822-26-000006 filed by HFR Wealth 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 268,608 shares
    Change vs previous 13F -5,274 shares

    3.52% of the 13F portfolio, value $14,346,336.

    13F-HR 0001877822-26-000004 filed by HFR Wealth 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 273,882 shares
    Change vs previous 13F -113 shares

    3.88% of the 13F portfolio, value $16,438,377.

    13F-HR 0001877822-26-000002 filed by HFR Wealth 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 273,995 shares
    Change vs previous 13F +201 shares

    3.69% of the 13F portfolio, value $16,094,466.

    13F-HR 0001877822-25-000011 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 273,794 shares
    Change vs previous 13F +873 shares

    3.73% of the 13F portfolio, value $15,447,457.

    13F-HR 0001877822-25-000006 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 272,921 shares
    Change vs previous 13F +386 shares

    3.59% of the 13F portfolio, value $14,745,922.

    13F-HR 0001877822-25-000004 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 272,535 shares
    Change vs previous 13F -725 shares

    3.12% of the 13F portfolio, value $12,631,997.

    13F-HR 0001877822-25-000002 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 273,260 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $13,821,491.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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