Position in ROL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,855
-$1,672 QoQ
Shares Held
308
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#703
of 821 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $112,096 across 5 Personal Services names. ROL ranks #3 (11.5% of the industry book) .
All Filings in ROL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,855 | 308 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,527 | 272 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,725 | 262 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,510 | 230 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,591 | 170 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,482 | 157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,317 | 50 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,806 | 787 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $878 | 18 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $601 | 13 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $349 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298 | 8 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $342 | 8 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $300 | 8 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292 | 8 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||