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ROI Financial Advisors, LLC → TSMWF

ROI Financial Advisors, LLC TSMWF Position History

TSMWF

Quarters held
5
Latest value
$11.4M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.4M
Q4 2025$8M
Q1 2026$8.7M
Q2 2026$12.2M
Q3 2026$11.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.4M24.9K——
Q2 2026$12.2M25.5K——
Q1 2026$8.7M25.6K——
Q4 2025$8M26.4K——
Q3 2025$7.4M26.6K——

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