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Disclosery

Roberts Financial Services LLC: IWS position timeline

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

Roberts Financial Services LLC held 6,797 IWS 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 6,797 shares
    Change vs previous 13F -239 shares

    0.33% of the 13F portfolio, value $1,118,808.

    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 7,036 shares
    Change vs previous 13F -2,110 shares

    0.33% of the 13F portfolio, value $1,025,482.

    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 9,146 shares
    Change vs previous 13F -331 shares

    0.41% of the 13F portfolio, value $1,290,106.

    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 9,477 shares
    Change vs previous 13F -28 shares

    0.43% of the 13F portfolio, value $1,323,686.

    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 9,505 shares
    Change vs previous 13F -273 shares

    0.43% of the 13F portfolio, value $1,256,004.

    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 9,778 shares
    Change vs previous 13F -1,419 shares

    0.24% of the 13F portfolio, value $1,231,672.

    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 11,197 shares
    Change vs previous 13F +679 shares

    0.27% of the 13F portfolio, value $1,448,260.

    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 10,518 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,391,038.

    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).