Roberts Financial Services LLC: IVV position timeline

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

Roberts Financial Services LLC held 327 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 327 shares
Change vs previous 13F -6 shares
0.07% of the 13F portfolio, value $245,023.
13F-HR 0001951757-26-001124 filed by Roberts Financial Services LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 333 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $217,248.
13F-HR 0001951757-26-000617 filed by Roberts Financial Services LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).