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ROI Financial Advisors, LLCGrowthConcentrated long-term

CIK: 0002011633 | Beaverton, OR

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR72$192.5M2026-10-19SEC ↗
Q2 2026
13F-HR70$193.3M2026-08-14SEC ↗
Q1 2026
13F-HR66$167.2M2026-05-15SEC ↗
Q4 2025
13F-HR65$174.1M2026-02-13SEC ↗
Q3 2025
13F-HR67$167.5M2025-11-10SEC ↗
Q2 2025
13F-HR71$157.3M2025-08-06SEC ↗
Q1 2025
13F-HR61$137.6M2025-05-09SEC ↗
Q4 2024
13F-HR62$146.8M2025-02-13SEC ↗
Q3 2024
13F-HR64$144.8M2024-11-06SEC ↗
Q2 2024
13F-HR64$137.8M2024-08-12SEC ↗
Q1 2024
13F-HR63$127.2M2024-05-13SEC ↗
Q4 2023
13F-HR62$120.8M2024-02-13SEC ↗