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Disclosery

Roberts Financial Services LLC: SLYG position timeline

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

Roberts Financial Services LLC held 60,445 SLYG 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 60,445 shares
    Change vs previous 13F -37 shares

    2.11% of the 13F portfolio, value $7,200,824.

    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 60,482 shares
    Change vs previous 13F -66,433 shares

    1.86% of the 13F portfolio, value $5,843,746.

    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 126,915 shares
    Change vs previous 13F +2,772 shares

    3.75% of the 13F portfolio, value $11,954,161.

    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 124,143 shares
    Change vs previous 13F +3,346 shares

    3.78% of the 13F portfolio, value $11,707,952.

    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 120,797 shares
    Change vs previous 13F -108,708 shares

    3.7% of the 13F portfolio, value $10,720,741.

    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 229,505 shares
    Change vs previous 13F +988 shares

    3.7% of the 13F portfolio, value $19,048,914.

    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 228,517 shares
    Change vs previous 13F +1,791 shares

    3.9% of the 13F portfolio, value $20,646,523.

    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 226,726 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $21,110,455.

    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).