Position in ROL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$210,916
-$75,739 QoQ
Shares Held
3,949
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $556,938 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
7,332 | $556,938 |
All Filings in ROL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,916 | 3,949 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $286,655 | 4,776 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $260,688 | 4,438 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $247,176 | 4,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $235,894 | 4,366 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||