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ROI Financial Advisors, LLC → MA
ROI Financial Advisors, LLC MA Position History
Mastercard Incorporated • Services
Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q4 2025 | $6M |
| Q1 2026 | $5.3M |
| Q2 2026 | $5.2M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 10.0K | — | — |
| Q2 2026 | $5.2M | 10.1K | — | — |
| Q1 2026 | $5.3M | 10.5K | — | — |
| Q4 2025 | $6M | 10.5K | — | — |
| Q3 2025 | $5.9M | 10.4K | — | — |