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ROI Financial Advisors, LLC: FPE position timeline

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

ROI Financial Advisors, LLC held 124,582 FPE 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 124,582 shares
    Change vs previous 13F +2,646 shares

    1.15% of the 13F portfolio, value $2,227,532.

    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 121,936 shares
    Change vs previous 13F +3,076 shares

    1.29% of the 13F portfolio, value $2,164,368.

    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 118,860 shares
    Change vs previous 13F +2,674 shares

    1.24% of the 13F portfolio, value $2,165,632.

    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 116,186 shares
    Change vs previous 13F +34,066 shares

    1.27% of the 13F portfolio, value $2,119,227.

    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 82,120 shares
    Change vs previous 13F +21,340 shares

    0.93% of the 13F portfolio, value $1,461,737.

    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 60,780 shares
    Change vs previous 13F +2,682 shares

    0.78% of the 13F portfolio, value $1,069,128.

    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 58,098 shares
    Change vs previous 13F +392 shares

    0.7% of the 13F portfolio, value $1,028,334.

    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 57,706 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,044,475.

    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).