ROIV β€” ROIVANT SCIENCES LTD

Ownership history in Ledgewood Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Ledgewood Wealth Advisors, LLC reported ROIVANT SCIENCES LTD (ROIV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows ROIV at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ledgewood Wealth Advisors, LLC's position in ROIVANT SCIENCES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROIV was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ledgewood Wealth Advisors, LLC held ROIV β€” position size vs. price
% of Fund (quarterly)    ROIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 32,970 β€” 0% 0.51% $913K 2026-04-13 $28.95
2025 Q4 UNCHANGED 32,970 β€” 0% 0.41% $715K 2026-01-16 $23.13
2025 Q3 UNCHANGED 32,970 β€” 0% 0.30% $499K 2025-10-24 $18.22
2025 Q2 UNCHANGED 32,970 β€” 0% 0.23% $372K 2025-07-18 $11.44
2025 Q1 INITIATED 32,970 β€” β€” 0.25% $390K 2025-04-28 $11.19

FAQ About Ledgewood Wealth Advisors, LLC and ROIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ledgewood Wealth Advisors, LLC reported owning ROIV?

Ledgewood Wealth Advisors, LLC reported ROIV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ROIV position in Ledgewood Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for ROIV was 0.51% in 2026 Q1.

What is the latest reported ROIV position on this page?

The most recent filing on this page is 2026 Q1, when Ledgewood Wealth Advisors, LLC reported 32,970 shares, equal to 0.51% of portfolio, with an estimated market value of $913K.

What does the chart on this ROIV ownership page compare?

The chart compares Ledgewood Wealth Advisors, LLC's quarterly ROIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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