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CIK 0002011633 • 7 13F filings • May 9, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("roi-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001941040-25-000608 |
| $167.5M |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000606 | $193.3M | View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000430 | $157.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000371 | $167.2M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000272 | $137.6M | View |