Skip to content
Disclosery

Rollins Financial Advisors, LLC: MOAT position timeline

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

Rollins Financial Advisors, LLC held 14,497 MOAT 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 14,497 shares
    Change vs previous 13F -105 shares

    0.2% of the 13F portfolio, value $1,507,108.

    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 14,602 shares
    Change vs previous 13F -1,453 shares

    0.22% of the 13F portfolio, value $1,412,013.

    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 16,055 shares
    Change vs previous 13F -550 shares

    0.24% of the 13F portfolio, value $1,662,656.

    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 16,605 shares
    Change vs previous 13F -1,400 shares

    0.25% of the 13F portfolio, value $1,645,722.

    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 18,005 shares
    Change vs previous 13F -3,300 shares

    0.27% of the 13F portfolio, value $1,688,689.

    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 21,305 shares
    Change vs previous 13F -4,019 shares

    0.33% of the 13F portfolio, value $1,874,840.

    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 25,324 shares
    Change vs previous 13F -3,084 shares

    0.37% of the 13F portfolio, value $2,348,168.

    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 28,408 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,754,169.

    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).