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Disclosery

ROI Financial Advisors, LLC: ELV position timeline

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

ROI Financial Advisors, LLC held 0 ELV shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -589 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 589 shares
    Change vs previous 13F -448 shares

    0.19% of the 13F portfolio, value $256,129.

    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).

  3. period ended2024-12-31
    13F 1,037 shares
    Change vs previous 13F -471 shares

    0.26% of the 13F portfolio, value $382,396.

    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).

  4. period ended2024-09-30
    13F 1,508 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $784,249.

    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).