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Rollins Financial Advisors, LLC: KBWB position timeline

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

Rollins Financial Advisors, LLC held 4,234 KBWB 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 4,234 shares
    Change vs previous 13F +475 shares

    0.05% of the 13F portfolio, value $393,675.

    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 3,759 shares
    Change vs previous 13F -60 shares

    0.05% of the 13F portfolio, value $297,387.

    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 3,819 shares
    Change vs previous 13F +394 shares

    0.05% of the 13F portfolio, value $321,897.

    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 3,425 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,898.

    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).