Rollins Financial Advisors, LLC: IWB position timeline

Rollins Financial Advisors, LLC held 0 IWB shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -713 shares

   13F-HR 0001765380-25-000462 filed by Rollins Financial Advisors, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 713 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $242,113.

   13F-HR 0001765380-25-000307 filed by Rollins Financial Advisors, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F/A 713 shares

   Change vs previous 13F -66 shares

   0.04% of the 13F portfolio, value $218,706.

   13F-HR/A 0001765380-25-000236 filed by Rollins Financial Advisors, LLC
   Filed 2025-05-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 779 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $251,067.

   13F-HR 0001765380-25-000096 filed by Rollins Financial Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 779 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $245,012.

   13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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