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ROI Financial Advisors, LLC: PUI position timeline

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

ROI Financial Advisors, LLC held 48,939 PUI 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 48,939 shares
    Change vs previous 13F +4,195 shares

    1.2% of the 13F portfolio, value $2,327,347.

    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 44,744 shares
    Change vs previous 13F +1,308 shares

    1.26% of the 13F portfolio, value $2,103,496.

    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 43,436 shares
    Change vs previous 13F +735 shares

    1.09% of the 13F portfolio, value $1,893,123.

    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 42,701 shares
    Change vs previous 13F -2,383 shares

    1.17% of the 13F portfolio, value $1,961,177.

    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 45,084 shares
    Change vs previous 13F +1,297 shares

    1.2% of the 13F portfolio, value $1,885,848.

    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 43,787 shares
    Change vs previous 13F +550 shares

    1.3% of the 13F portfolio, value $1,792,643.

    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 43,237 shares
    Change vs previous 13F -170 shares

    1.14% of the 13F portfolio, value $1,672,720.

    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 43,407 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,755,836.

    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).