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Disclosery

ROI Financial Advisors, LLC: PGR position timeline

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

ROI Financial Advisors, LLC held 0 PGR shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,124 shares

    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).

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

  2. period ended2025-12-31
    13F 1,124 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $255,957.

    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).

  3. period ended2025-09-30
    13F 1,137 shares
    Change vs previous 13F +362 shares

    0.17% of the 13F portfolio, value $280,782.

    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).

  4. period ended2025-06-30
    13F 775 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $206,817.

    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).