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ROI Financial Advisors, LLC: SLV position timeline

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

ROI Financial Advisors, LLC held 79,704 SLV 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 79,704 shares
    Change vs previous 13F +2,811 shares

    2.21% of the 13F portfolio, value $4,261,773.

    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 76,893 shares
    Change vs previous 13F +2,924 shares

    3.13% of the 13F portfolio, value $5,239,489.

    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 73,969 shares
    Change vs previous 13F +4,313 shares

    2.74% of the 13F portfolio, value $4,765,083.

    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 69,656 shares
    Change vs previous 13F +16,437 shares

    1.76% of the 13F portfolio, value $2,951,325.

    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 53,219 shares
    Change vs previous 13F +8,229 shares

    1.11% of the 13F portfolio, value $1,746,115.

    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 44,990 shares
    Change vs previous 13F +6,980 shares

    1.01% of the 13F portfolio, value $1,394,240.

    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 38,010 shares
    Change vs previous 13F +10,771 shares

    0.68% of the 13F portfolio, value $1,000,803.

    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 27,239 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $773,860.

    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).