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ROI Financial Advisors, LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROI Financial Advisors, LLC on ADP, newest first. How the timeline and the estimate are built.

ROI Financial Advisors, LLC held 4,073 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,073 shares
    Change vs previous 13F -1,918 shares

    0.47% of the 13F portfolio, value $912,109.

    13F-HR 0001941040-26-000606 filed by ROI Financial Advisors, 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 5,991 shares
    Change vs previous 13F -1,080 shares

    0.73% of the 13F portfolio, value $1,217,167.

    13F-HR 0001941040-26-000371 filed by ROI Financial Advisors, 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 7,071 shares
    Change vs previous 13F -85 shares

    1.04% of the 13F portfolio, value $1,818,840.

    13F-HR 0001941040-26-000135 filed by ROI Financial Advisors, 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 7,156 shares
    Change vs previous 13F +326 shares

    1.25% of the 13F portfolio, value $2,100,189.

    13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, 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 6,830 shares
    Change vs previous 13F +755 shares

    1.34% of the 13F portfolio, value $2,106,403.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, 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 6,075 shares
    Change vs previous 13F +392 shares

    1.35% of the 13F portfolio, value $1,856,053.

    13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, 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 5,683 shares
    Change vs previous 13F -43 shares

    1.13% of the 13F portfolio, value $1,663,441.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, 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 5,726 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,584,653.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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