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Disclosery

Roberts Financial Services LLC: SPYG position timeline

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

Roberts Financial Services LLC held 272,765 SPYG 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 272,765 shares
    Change vs previous 13F -14,665 shares

    9.5% of the 13F portfolio, value $32,456,313.

    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 287,430 shares
    Change vs previous 13F -41,144 shares

    8.95% of the 13F portfolio, value $28,142,236.

    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 328,574 shares
    Change vs previous 13F +1,377 shares

    11.01% of the 13F portfolio, value $35,058,878.

    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 327,197 shares
    Change vs previous 13F -47,491 shares

    11.04% of the 13F portfolio, value $34,195,356.

    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 374,688 shares
    Change vs previous 13F -348,562 shares

    12.32% of the 13F portfolio, value $35,715,240.

    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 723,250 shares
    Change vs previous 13F +179,971 shares

    11.29% of the 13F portfolio, value $58,127,574.

    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 543,279 shares
    Change vs previous 13F -37,895 shares

    9.01% of the 13F portfolio, value $47,754,228.

    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 581,174 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $48,202,594.

    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).