Position in ROIV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,933,236
+$2,461,249 QoQ
Shares Held
105,893
+152.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROIV Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026PEAK FINANCIAL ADVISORS LLC holds $5,974,678 across 3 Biotechnology names.
All Filings in ROIV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,933,236 | 105,893 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $471,987 | 41,880 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||