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Disclosery

Rodgers & Associates, LTD: SUB position timeline

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

Rodgers & Associates, LTD held 8,335 SUB 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 8,335 shares
    Change vs previous 13F -19 shares

    0.08% of the 13F portfolio, value $887,427.

    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 ended2026-03-31
    13F 8,354 shares
    Change vs previous 13F +3,449 shares

    0.09% of the 13F portfolio, value $889,701.

    13F-HR 0001172661-26-001592 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).

  3. period ended2025-12-31
    13F 4,905 shares
    Change vs previous 13F +1,386 shares

    0.05% of the 13F portfolio, value $523,364.

    13F-HR 0001172661-26-000265 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 ended2025-09-30
    13F 3,519 shares
    Change vs previous 13F +319 shares

    0.04% of the 13F portfolio, value $375,759.

    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).

  5. period ended2025-06-30
    13F 3,200 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $340,288.

    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).