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ROI Financial Advisors, LLC: INTC position timeline

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

ROI Financial Advisors, LLC held 37,718 INTC 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 37,718 shares
    Change vs previous 13F +18,955 shares

    2.73% of the 13F portfolio, value $5,266,564.

    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 18,763 shares
    Change vs previous 13F +5,796 shares

    0.5% of the 13F portfolio, value $828,011.

    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 12,967 shares
    Change vs previous 13F +217 shares

    0.27% of the 13F portfolio, value $478,482.

    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 12,750 shares
    Change vs previous 13F -2,141 shares

    0.26% of the 13F portfolio, value $427,763.

    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 14,891 shares
    Change vs previous 13F -622 shares

    0.21% of the 13F portfolio, value $333,555.

    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 15,513 shares
    Change vs previous 13F -3,287 shares

    0.26% of the 13F portfolio, value $352,291.

    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 18,800 shares
    Change vs previous 13F -392 shares

    0.26% of the 13F portfolio, value $376,932.

    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 19,192 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $450,242.

    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).