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Granite Bay Wealth Management, LLC: ROBT position timeline

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

Granite Bay Wealth Management, LLC held 63,541 ROBT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,541 shares
    Change vs previous 13F +2,011 shares

    0.33% of the 13F portfolio, value $3,575,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 61,530 shares
    Change vs previous 13F +3,352 shares

    0.6% of the 13F portfolio, value $2,840,115.

    13F-HR 0001911472-26-000002 filed by Granite Bay 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 ended2025-12-31
    13F 58,178 shares
    Change vs previous 13F +2,527 shares

    0.73% of the 13F portfolio, value $3,017,492.

    13F-HR 0001911472-26-000001 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 55,651 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,943,381.

    13F-HR 0001911472-25-000005 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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