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Ledgewood Wealth Advisors, LLC: ROIV position timeline

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

Ledgewood Wealth Advisors, LLC held 32,970 ROIV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,205,713.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,166,808.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $913,269.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $715,449.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $498,836.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $371,572.

    13F-HR 0001085146-25-003977 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,970 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $332,667.

    13F-HR 0001085146-25-002369 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,970 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $390,035.

    13F-HR 0001085146-25-002010 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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