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Rollins Financial Advisors, LLC: QUAL position timeline

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

Rollins Financial Advisors, LLC held 20,528 QUAL 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 20,528 shares
    Change vs previous 13F -3,238 shares

    0.59% of the 13F portfolio, value $4,504,557.

    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 23,766 shares
    Change vs previous 13F -748 shares

    0.72% of the 13F portfolio, value $4,558,500.

    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 24,514 shares
    Change vs previous 13F -1,590 shares

    0.71% of the 13F portfolio, value $4,868,922.

    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 26,104 shares
    Change vs previous 13F -1,266 shares

    0.77% of the 13F portfolio, value $5,077,176.

    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 27,370 shares
    Change vs previous 13F -2,681 shares

    0.8% of the 13F portfolio, value $5,003,738.

    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 30,051 shares
    Change vs previous 13F -1,787 shares

    0.89% of the 13F portfolio, value $5,135,410.

    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 31,838 shares
    Change vs previous 13F +926 shares

    0.89% of the 13F portfolio, value $5,669,729.

    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 30,912 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,542,447.

    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).