ROI Financial Advisors, LLC: FXZ position timeline

ROI Financial Advisors, LLC held 0 FXZ shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,170 shares

   13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 4,170 shares

   Change vs previous 13F -2,382 shares

   0.15% of the 13F portfolio, value $237,494.

   13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 6,552 shares

   Change vs previous 13F -1,873 shares

   0.26% of the 13F portfolio, value $363,318.

   13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 8,425 shares

   Change vs previous 13F +65 shares

   0.33% of the 13F portfolio, value $478,597.

   13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 8,360 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $560,462.

   13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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