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Rollins Financial Advisors, LLC: ITOT position timeline

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

Rollins Financial Advisors, LLC held 72,860 ITOT 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 72,860 shares
    Change vs previous 13F -3,079 shares

    1.58% of the 13F portfolio, value $11,968,729.

    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 75,939 shares
    Change vs previous 13F -2,109 shares

    1.71% of the 13F portfolio, value $10,815,946.

    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 78,048 shares
    Change vs previous 13F -2,487 shares

    1.7% of the 13F portfolio, value $11,604,917.

    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 80,535 shares
    Change vs previous 13F -120 shares

    1.78% of the 13F portfolio, value $11,729,869.

    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 80,655 shares
    Change vs previous 13F -2,797 shares

    1.74% of the 13F portfolio, value $10,891,645.

    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 83,452 shares
    Change vs previous 13F -4,463 shares

    1.77% of the 13F portfolio, value $10,182,038.

    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 87,915 shares
    Change vs previous 13F -2,082 shares

    1.77% of the 13F portfolio, value $11,307,565.

    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 89,997 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $11,305,392.

    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).