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Disclosery

Accredited Wealth Management, LLC: ROBT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Wealth Management, LLC on ROBT, newest first. How the timeline and the estimate are built.

Accredited Wealth Management, LLC held 0 ROBT shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -185 shares

    13F-HR 0002056519-25-000007 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 185 shares
    Change vs previous 13F -3,160 shares

    0.01% of the 13F portfolio, value $7,524.

    13F-HR 0002056519-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 3,345 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $150,660.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).