Skip to content
Disclosery

Rollins Financial Advisors, LLC: CRM position timeline

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

Rollins Financial Advisors, LLC held 1,527 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,527 shares
    Change vs previous 13F -1,905 shares

    0.03% of the 13F portfolio, value $239,230.

    13F-HR 0001765380-26-000270 filed by Rollins 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 3,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $640,638.

    13F-HR 0001765380-26-000159 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).