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Disclosery

VestGen Investment Management: ROIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Investment Management on ROIV, newest first. How the timeline and the estimate are built.

VestGen Investment Management held 32,442 ROIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,442 shares
    Change vs previous 13F -941 shares

    0.61% of the 13F portfolio, value $1,148,122.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 33,383 shares
    Change vs previous 13F -874 shares

    0.51% of the 13F portfolio, value $924,709.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 34,257 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $743,377.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).