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

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

R. W. Roge & Company, Inc. held 21,071 EFIV 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 21,071 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,536,000.

    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 21,071 shares
    Change vs previous 13F +402 shares

    0.63% of the 13F portfolio, value $1,329,000.

    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 20,669 shares
    Change vs previous 13F +34 shares

    0.68% of the 13F portfolio, value $1,367,000.

    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 20,635 shares
    Change vs previous 13F +4,140 shares

    0.67% of the 13F portfolio, value $1,312,000.

    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 16,495 shares
    Change vs previous 13F -1,588 shares

    0.55% of the 13F portfolio, value $965,000.

    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 18,083 shares
    Change vs previous 13F +516 shares

    0.53% of the 13F portfolio, value $967,000.

    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).

  7. period ended2024-12-31
    13F 17,567 shares
    Change vs previous 13F +5,408 shares

    0.54% of the 13F portfolio, value $992,000.

    13F-HR 0001907157-25-000008 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).

  8. period ended2024-09-30
    13F 12,159 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $677,000.

    13F-HR 0001906937-24-000003 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).