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Rollins Financial Advisors, LLC: SSO position timeline

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

Rollins Financial Advisors, LLC held 26,782 SSO 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 26,782 shares
    Change vs previous 13F -2,994 shares

    0.24% of the 13F portfolio, value $1,804,570.

    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 29,776 shares
    Change vs previous 13F -46 shares

    0.24% of the 13F portfolio, value $1,544,774.

    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 29,822 shares
    Change vs previous 13F +15,728 shares

    0.25% of the 13F portfolio, value $1,727,265.

    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 14,094 shares
    Change vs previous 13F +1,527 shares

    0.24% of the 13F portfolio, value $1,580,369.

    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 12,567 shares
    Change vs previous 13F +341 shares

    0.2% of the 13F portfolio, value $1,228,047.

    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 12,226 shares
    Change vs previous 13F +178 shares

    0.18% of the 13F portfolio, value $1,012,068.

    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 12,048 shares
    Change vs previous 13F +115 shares

    0.17% of the 13F portfolio, value $1,114,560.

    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 11,933 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,075,999.

    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).