Position in ROL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$500
-$220 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#799
of 822 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $927 across 3 Personal Services names. ROL ranks #1 (53.9% of the industry book) .
All Filings in ROL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500 | 12 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $720 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $704 | 12 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $677 | 12 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||