Rollins Financial Advisors, LLC BCGD β€” BARON GLOBAL DURABLE ADVANTAGE ETF

Ownership history in Rollins Financial Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Rollins Financial Advisors, LLC reported BARON GLOBAL DURABLE ADVANTAGE ETF (BCGD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows BCGD at 0.38% 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 BCGD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rollins Financial Advisors, LLC's position in BARON GLOBAL DURABLE ADVANTAGE ETF, 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

BCGD was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% 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 Q4 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 Rollins Financial Advisors, LLC held BCGD β€” position size vs. price
% of Fund (quarterly)    BCGD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 103,909 +90,330 +665.2% 0.38% $2.4M 2026-05-05 $25.90
2025 Q4 INITIATED β€” β€” β€” 13,579 β€” β€” 0.05% $345K 2026-02-04 $25.41

🏒 Other funds also holding BCGD

As of 2026 Q1 β€” sorted by position size

FIRST UNITED BANK & TRUST 3Y 7Y 0.02% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About Rollins Financial Advisors, LLC and BCGD

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

How long has Rollins Financial Advisors, LLC reported owning BCGD?

Rollins Financial Advisors, LLC reported BCGD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BCGD position in Rollins Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BCGD was 0.38% in 2026 Q1.

What is the latest reported BCGD position on this page?

The most recent filing on this page is 2026 Q1, when Rollins Financial Advisors, LLC reported 103,909 shares, equal to 0.38% of portfolio, with an estimated market value of $2.4M.

What does the chart on this BCGD ownership page compare?

The chart compares Rollins Financial Advisors, LLC's quarterly BCGD 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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