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Plotkin Financial Advisors, LLC: ROBT position timeline

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

Plotkin Financial Advisors, LLC held 8,918 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 8,918 shares
    Change vs previous 13F -221 shares

    0.21% of the 13F portfolio, value $501,726.

    13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, 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 9,139 shares
    Change vs previous 13F -235 shares

    0.21% of the 13F portfolio, value $421,858.

    13F-HR 0001826394-26-000002 filed by Plotkin Financial Advisors, 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 9,374 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $486,196.

    13F-HR 0001826394-26-000001 filed by Plotkin Financial Advisors, 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 9,424 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $498,435.

    13F-HR 0001826394-25-000007 filed by Plotkin Financial Advisors, 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 9,424 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $455,179.

    13F-HR 0001826394-25-000004 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,424 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $383,274.

    13F-HR 0001826394-25-000003 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,424 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $424,456.

    13F-HR 0001826394-25-000001 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,424 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $412,677.

    13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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