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Roger Wittlin Investment Advisory, LLC: RSP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roger Wittlin Investment Advisory, LLC on RSP, newest first. How the timeline and the estimate are built.

Roger Wittlin Investment Advisory, LLC held 14,160 RSP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,160 shares
    Change vs previous 13F -1,195 shares

    2.37% of the 13F portfolio, value $3,012,825.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, LLC
    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 15,355 shares
    Change vs previous 13F -804 shares

    2.41% of the 13F portfolio, value $2,947,029.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, LLC
    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 16,159 shares
    Change vs previous 13F -5,776 shares

    2.16% of the 13F portfolio, value $3,095,467.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, LLC
    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 21,935 shares
    Change vs previous 13F -42 shares

    2.31% of the 13F portfolio, value $4,161,140.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, LLC
    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 21,977 shares
    Change vs previous 13F -4,030 shares

    2.23% of the 13F portfolio, value $3,994,165.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, LLC
    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 26,007 shares
    Change vs previous 13F -2,328 shares

    2.64% of the 13F portfolio, value $4,505,267.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, LLC
    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 28,335 shares
    Change vs previous 13F +4,715 shares

    2.78% of the 13F portfolio, value $4,965,129.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, LLC
    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 23,620 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,231,810.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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