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Disclosery

Rodgers & Associates, LTD: ONEY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on ONEY, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 1,636 ONEY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,636 shares
    Change vs previous 13F +1,636 shares

    0.02% of the 13F portfolio, value $209,572.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,061 shares

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 2,061 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $223,139.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,061 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $225,138.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,041 shares
    Change vs previous 13F -322 shares

    0.03% of the 13F portfolio, value $222,189.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $265,034.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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