Skip to content
Disclosery

ROI Financial Advisors, LLC: BROS position timeline

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

ROI Financial Advisors, LLC held 6,369 BROS 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 6,369 shares
    Change vs previous 13F -1,260 shares

    0.24% of the 13F portfolio, value $457,358.

    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 7,629 shares
    Change vs previous 13F +28 shares

    0.23% of the 13F portfolio, value $386,485.

    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 7,601 shares
    Change vs previous 13F +96 shares

    0.27% of the 13F portfolio, value $465,333.

    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 7,505 shares
    Change vs previous 13F +3,231 shares

    0.23% of the 13F portfolio, value $392,812.

    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 4,274 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $292,213.

    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).