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Rollins Financial Advisors, LLC: IYW position timeline

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

Rollins Financial Advisors, LLC held 63,934 IYW 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 63,934 shares
    Change vs previous 13F +5,073 shares

    2.12% of the 13F portfolio, value $16,126,047.

    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 58,861 shares
    Change vs previous 13F -3,467 shares

    1.69% of the 13F portfolio, value $10,678,616.

    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 62,328 shares
    Change vs previous 13F -5,203 shares

    1.83% of the 13F portfolio, value $12,445,588.

    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 67,531 shares
    Change vs previous 13F -2,011 shares

    2% of the 13F portfolio, value $13,226,613.

    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 69,542 shares
    Change vs previous 13F +2,474 shares

    1.92% of the 13F portfolio, value $12,049,534.

    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 67,068 shares
    Change vs previous 13F -3,480 shares

    1.64% of the 13F portfolio, value $9,418,967.

    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 70,548 shares
    Change vs previous 13F -7,520 shares

    1.76% of the 13F portfolio, value $11,253,754.

    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 78,068 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $11,836,617.

    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).