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Disclosery

M3 Advisory Group, LLC: ROBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on ROBO, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 4,101 ROBO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,101 shares
    Change vs previous 13F +49 shares

    0.18% of the 13F portfolio, value $351,292.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 4,052 shares
    Change vs previous 13F +134 shares

    0.17% of the 13F portfolio, value $277,278.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 3,918 shares
    Change vs previous 13F +193 shares

    0.17% of the 13F portfolio, value $271,557.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 3,725 shares
    Change vs previous 13F +173 shares

    0.15% of the 13F portfolio, value $244,211.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,552 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $212,339.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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