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Rollins Financial Advisors, LLC: FDVV position timeline

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

Rollins Financial Advisors, LLC held 8,596 FDVV 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 8,596 shares
    Change vs previous 13F -5,598 shares

    0.07% of the 13F portfolio, value $518,253.

    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 14,194 shares
    Change vs previous 13F -511 shares

    0.12% of the 13F portfolio, value $784,077.

    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).

  3. period ended2025-12-31
    13F 14,705 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $833,626.

    13F-HR 0001884018-26-000001 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).