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Disclosery

Roberts Financial Services LLC: IJT position timeline

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

Roberts Financial Services LLC held 2,652 IJT 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 2,652 shares
    Change vs previous 13F -99 shares

    0.14% of the 13F portfolio, value $473,720.

    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 2,751 shares
    Change vs previous 13F -3,572 shares

    0.13% of the 13F portfolio, value $398,074.

    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 6,323 shares
    Change vs previous 13F -151 shares

    0.28% of the 13F portfolio, value $892,597.

    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 6,474 shares
    Change vs previous 13F +47 shares

    0.3% of the 13F portfolio, value $916,136.

    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 6,427 shares
    Change vs previous 13F -1,024 shares

    0.29% of the 13F portfolio, value $854,999.

    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 7,451 shares
    Change vs previous 13F -755 shares

    0.18% of the 13F portfolio, value $927,596.

    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 8,206 shares
    Change vs previous 13F +466 shares

    0.21% of the 13F portfolio, value $1,110,800.

    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 7,740 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,079,674.

    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).