Roger Wittlin Investment Advisory, LLC: MINT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roger Wittlin Investment Advisory, LLC on MINT, newest first. How the timeline and the estimate are built.
Roger Wittlin Investment Advisory, LLC held 10,940 MINT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 10,940 sharesChange vs previous 13F -15 shares
0.87% of the 13F portfolio, value $1,102,958.
13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,955 sharesChange vs previous 13F -2,728 shares
0.9% of the 13F portfolio, value $1,101,798.
13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,683 sharesChange vs previous 13F -1,657 shares
0.96% of the 13F portfolio, value $1,372,950.
13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,340 sharesChange vs previous 13F -15,258 shares
0.86% of the 13F portfolio, value $1,544,630.
13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,598 sharesChange vs previous 13F -1,175 shares
1.71% of the 13F portfolio, value $3,076,182.
13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,773 sharesChange vs previous 13F +6,860 shares
1.87% of the 13F portfolio, value $3,196,968.
13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,913 sharesChange vs previous 13F not available
1.4% of the 13F portfolio, value $2,499,724.
13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).