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ROI Financial Advisors, LLC: IDXX position timeline

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

ROI Financial Advisors, LLC held 1,042 IDXX 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 1,042 shares
    Change vs previous 13F +72 shares

    0.28% of the 13F portfolio, value $548,550.

    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 970 shares
    Change vs previous 13F +33 shares

    0.33% of the 13F portfolio, value $545,033.

    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 937 shares
    Change vs previous 13F -30 shares

    0.36% of the 13F portfolio, value $633,909.

    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 967 shares
    Change vs previous 13F -595 shares

    0.37% of the 13F portfolio, value $617,807.

    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 1,562 shares
    Change vs previous 13F -709 shares

    0.53% of the 13F portfolio, value $837,763.

    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 2,271 shares
    Change vs previous 13F -1,051 shares

    0.69% of the 13F portfolio, value $953,706.

    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 3,322 shares
    Change vs previous 13F -675 shares

    0.94% of the 13F portfolio, value $1,373,448.

    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 3,997 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,019,364.

    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).