Skip to content
Disclosery

Roberts Financial Services LLC: IJS position timeline

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

Roberts Financial Services LLC held 3,579 IJS 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 3,579 shares
    Change vs previous 13F -215 shares

    0.14% of the 13F portfolio, value $489,146.

    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 3,794 shares
    Change vs previous 13F -847 shares

    0.14% of the 13F portfolio, value $449,373.

    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 4,641 shares
    Change vs previous 13F -193 shares

    0.17% of the 13F portfolio, value $527,787.

    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 4,834 shares
    Change vs previous 13F -3,810 shares

    0.17% of the 13F portfolio, value $534,630.

    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 8,644 shares
    Change vs previous 13F -888 shares

    0.3% of the 13F portfolio, value $859,955.

    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 9,532 shares
    Change vs previous 13F -980 shares

    0.18% of the 13F portfolio, value $929,204.

    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 10,512 shares
    Change vs previous 13F +625 shares

    0.22% of the 13F portfolio, value $1,141,654.

    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 9,887 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,064,403.

    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).