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Rollins Financial Advisors, LLC: SPMO position timeline

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

Rollins Financial Advisors, LLC held 88,256 SPMO 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 88,256 shares
    Change vs previous 13F +12,305 shares

    1.88% of the 13F portfolio, value $14,256,845.

    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 75,951 shares
    Change vs previous 13F +2,970 shares

    1.35% of the 13F portfolio, value $8,514,822.

    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 72,981 shares
    Change vs previous 13F +11,078 shares

    1.28% of the 13F portfolio, value $8,708,099.

    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 61,903 shares
    Change vs previous 13F +6,078 shares

    1.13% of the 13F portfolio, value $7,493,998.

    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 55,825 shares
    Change vs previous 13F +44,002 shares

    1% of the 13F portfolio, value $6,278,630.

    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 11,823 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,093,957.

    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).