Position in ROL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$268,346
-$123,896 QoQ
Shares Held
6,429
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#578
of 823 holders
Holding Since
Mar 2025
6 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, 2026Compound Planning, Inc. holds $1,113,650 across 3 Personal Services names. ROL ranks #2 (24.1% of the industry book) .
All Filings in ROL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,346 | 6,429 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $392,242 | 7,344 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $420,740 | 7,010 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $351,441 | 5,983 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $291,522 | 5,167 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $252,428 | 4,672 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||