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Disclosery

Roberts Financial Services LLC: GOVT position timeline

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

Roberts Financial Services LLC held 820,077 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,077 shares
    Change vs previous 13F +4,221 shares

    5.47% of the 13F portfolio, value $18,681,353.

    13F-HR 0001951757-26-001124 filed by Roberts Financial Services 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 815,856 shares
    Change vs previous 13F -109,930 shares

    5.94% of the 13F portfolio, value $18,691,250.

    13F-HR 0001951757-26-000617 filed by Roberts Financial Services 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 925,786 shares
    Change vs previous 13F +28,152 shares

    6.69% of the 13F portfolio, value $21,316,219.

    13F-HR 0001951757-26-000284 filed by Roberts Financial Services 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 897,634 shares
    Change vs previous 13F +262,201 shares

    6.7% of the 13F portfolio, value $20,753,291.

    13F-HR 0001951757-25-001217 filed by Roberts Financial Services 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 635,433 shares
    Change vs previous 13F -314,038 shares

    5.04% of the 13F portfolio, value $14,602,235.

    13F-HR 0001951757-25-001054 filed by Roberts Financial Services 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 949,471 shares
    Change vs previous 13F +10,295 shares

    4.24% of the 13F portfolio, value $21,823,574.

    13F-HR 0001951757-25-000391 filed by Roberts Financial Services 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 939,176 shares
    Change vs previous 13F +28,366 shares

    4.07% of the 13F portfolio, value $21,582,266.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 910,810 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $21,358,499.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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