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Disclosery

Roberts Financial Services LLC: IEUR position timeline

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

Roberts Financial Services LLC held 822,766 IEUR 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 822,766 shares
    Change vs previous 13F +15,571 shares

    18.11% of the 13F portfolio, value $61,847,323.

    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 807,195 shares
    Change vs previous 13F +263,897 shares

    18.04% of the 13F portfolio, value $56,721,586.

    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 543,298 shares
    Change vs previous 13F +11,026 shares

    12.11% of the 13F portfolio, value $38,563,288.

    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 532,272 shares
    Change vs previous 13F +98,542 shares

    11.71% of the 13F portfolio, value $36,258,342.

    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 433,730 shares
    Change vs previous 13F -317,708 shares

    9.9% of the 13F portfolio, value $28,712,893.

    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 751,438 shares
    Change vs previous 13F -331,342 shares

    8.78% of the 13F portfolio, value $45,199,017.

    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 1,082,780 shares
    Change vs previous 13F +112,352 shares

    11.03% of the 13F portfolio, value $58,448,433.

    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 970,428 shares
    Change vs previous 13F not available

    11.07% of the 13F portfolio, value $59,128,165.

    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).