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Rollins Financial Advisors, LLC: VYM position timeline

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

Rollins Financial Advisors, LLC held 116,160 VYM 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 116,160 shares
    Change vs previous 13F +8,358 shares

    2.42% of the 13F portfolio, value $18,356,689.

    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 107,802 shares
    Change vs previous 13F +7,874 shares

    2.52% of the 13F portfolio, value $15,965,510.

    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 99,928 shares
    Change vs previous 13F +19,131 shares

    2.1% of the 13F portfolio, value $14,341,639.

    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 80,797 shares
    Change vs previous 13F +6,200 shares

    1.72% of the 13F portfolio, value $11,388,305.

    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 74,597 shares
    Change vs previous 13F +2,001 shares

    1.59% of the 13F portfolio, value $9,944,559.

    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 72,596 shares
    Change vs previous 13F +1,287 shares

    1.63% of the 13F portfolio, value $9,362,019.

    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 71,309 shares
    Change vs previous 13F +4,063 shares

    1.42% of the 13F portfolio, value $9,098,303.

    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 67,246 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $8,620,955.

    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).