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R. W. Roge & Company, Inc.: CTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of R. W. Roge & Company, Inc. on CTA, newest first. How the timeline and the estimate are built.

R. W. Roge & Company, Inc. held 73,959 CTA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,959 shares
    Change vs previous 13F -2,464 shares

    0.81% of the 13F portfolio, value $1,918,000.

    13F-HR 0001800745-26-000004 filed by R. W. Roge & Company, Inc.
    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 76,423 shares
    Change vs previous 13F -32,060 shares

    1.1% of the 13F portfolio, value $2,309,000.

    13F-HR 0001800745-26-000003 filed by R. W. Roge & Company, Inc.
    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 108,483 shares
    Change vs previous 13F -8,764 shares

    1.46% of the 13F portfolio, value $2,957,000.

    13F-HR 0001800745-26-000002 filed by R. W. Roge & Company, Inc.
    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 117,247 shares
    Change vs previous 13F -40,218 shares

    1.68% of the 13F portfolio, value $3,279,000.

    13F-HR 0001800745-25-000002 filed by R. W. Roge & Company, Inc.
    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 157,465 shares
    Change vs previous 13F +79,994 shares

    2.39% of the 13F portfolio, value $4,210,000.

    13F-HR 0001907157-25-000036 filed by R. W. Roge & Company, Inc.
    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 77,471 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,293,000.

    13F-HR 0001842974-25-000016 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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