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Disclosery

Roberts Financial Services LLC: SPIB position timeline

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

Roberts Financial Services LLC held 1,180,578 SPIB 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 1,180,578 shares
    Change vs previous 13F +35,913 shares

    11.57% of the 13F portfolio, value $39,502,148.

    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 1,144,665 shares
    Change vs previous 13F +256,947 shares

    12.21% of the 13F portfolio, value $38,392,067.

    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 887,718 shares
    Change vs previous 13F +35,842 shares

    9.42% of the 13F portfolio, value $30,013,742.

    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 851,876 shares
    Change vs previous 13F +42,621 shares

    9.32% of the 13F portfolio, value $28,870,070.

    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 809,255 shares
    Change vs previous 13F -543,577 shares

    9.37% of the 13F portfolio, value $27,174,769.

    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 1,352,832 shares
    Change vs previous 13F -14,136 shares

    8.74% of the 13F portfolio, value $44,968,116.

    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 1,366,968 shares
    Change vs previous 13F +36,873 shares

    8.45% of the 13F portfolio, value $44,781,868.

    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 1,330,095 shares
    Change vs previous 13F not available

    8.39% of the 13F portfolio, value $44,837,505.

    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).