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
- period ended2026-06-3013F 278,468 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 270,853 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 278,303 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 277,857 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 283,545 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 318,375 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 312,121 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 99,094 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).