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Disclosery

Roberts Financial Services LLC: SLYV position timeline

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

Roberts Financial Services LLC held 61,436 SLYV 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 61,436 shares
    Change vs previous 13F -101 shares

    1.96% of the 13F portfolio, value $6,703,233.

    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 61,537 shares
    Change vs previous 13F -11,981 shares

    1.85% of the 13F portfolio, value $5,820,211.

    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 73,518 shares
    Change vs previous 13F +142 shares

    2.1% of the 13F portfolio, value $6,687,942.

    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 73,376 shares
    Change vs previous 13F -60,752 shares

    2.1% of the 13F portfolio, value $6,504,807.

    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 134,128 shares
    Change vs previous 13F -122,287 shares

    3.69% of the 13F portfolio, value $10,698,009.

    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 256,415 shares
    Change vs previous 13F +1,606 shares

    3.91% of the 13F portfolio, value $20,102,918.

    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 254,809 shares
    Change vs previous 13F +327 shares

    4.2% of the 13F portfolio, value $22,232,099.

    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 254,482 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $22,094,101.

    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).