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Disclosery

Roberts Financial Services LLC: IPAC position timeline

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

Roberts Financial Services LLC held 208,888 IPAC 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 208,888 shares
    Change vs previous 13F -1,004 shares

    5.01% of the 13F portfolio, value $17,114,206.

    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 209,892 shares
    Change vs previous 13F +70,902 shares

    5.11% of the 13F portfolio, value $16,058,823.

    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 138,990 shares
    Change vs previous 13F +2,699 shares

    3.19% of the 13F portfolio, value $10,175,432.

    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 136,291 shares
    Change vs previous 13F +842 shares

    3.23% of the 13F portfolio, value $10,007,837.

    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 135,449 shares
    Change vs previous 13F -85,816 shares

    3.21% of the 13F portfolio, value $9,305,365.

    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 221,265 shares
    Change vs previous 13F -105,835 shares

    2.68% of the 13F portfolio, value $13,771,519.

    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 327,100 shares
    Change vs previous 13F +29,962 shares

    3.77% of the 13F portfolio, value $19,985,809.

    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 297,138 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $19,786,419.

    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).