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Disclosery

Kestra Advisory Services, LLC: ROAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ROAM, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 283,635 ROAM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,635 shares
    Change vs previous 13F +66 shares

    0.03% of the 13F portfolio, value $10,145,626.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 283,569 shares
    Change vs previous 13F +11,742 shares

    0.03% of the 13F portfolio, value $8,792,716.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 271,827 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,919,300.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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