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Rollins Financial Advisors, LLC: FNDX position timeline

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

Rollins Financial Advisors, LLC held 278,468 FNDX 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 278,468 shares
    Change vs previous 13F +7,615 shares

    1.14% of the 13F portfolio, value $8,660,346.

    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 270,853 shares
    Change vs previous 13F -7,450 shares

    1.19% of the 13F portfolio, value $7,543,247.

    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 278,303 shares
    Change vs previous 13F +446 shares

    1.11% of the 13F portfolio, value $7,572,628.

    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).

  4. period ended2025-09-30
    13F 277,857 shares
    Change vs previous 13F -5,688 shares

    1.11% of the 13F portfolio, value $7,307,638.

    13F-HR 0001765380-25-000462 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).

  5. period ended2025-06-30
    13F 283,545 shares
    Change vs previous 13F -34,830 shares

    1.11% of the 13F portfolio, value $6,958,187.

    13F-HR 0001765380-25-000307 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).

  6. period ended2025-03-31
    13F/A 318,375 shares
    Change vs previous 13F +6,254 shares

    1.31% of the 13F portfolio, value $7,516,840.

    13F-HR/A 0001765380-25-000236 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).

  7. period ended2024-12-31
    13F 312,121 shares
    Change vs previous 13F +213,027 shares

    1.15% of the 13F portfolio, value $7,391,016.

    13F-HR 0001765380-25-000096 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).

  8. period ended2024-09-30
    13F 99,094 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $7,111,016.

    13F-HR 0001765380-24-000448 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).