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Disclosery

Roberts Financial Services LLC: SPYV position timeline

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

Roberts Financial Services LLC held 552,950 SPYV 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 552,950 shares
    Change vs previous 13F +3,328 shares

    9.84% of the 13F portfolio, value $33,613,818.

    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 549,622 shares
    Change vs previous 13F +53,151 shares

    9.89% of the 13F portfolio, value $31,097,582.

    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 496,471 shares
    Change vs previous 13F +9,396 shares

    8.85% of the 13F portfolio, value $28,204,519.

    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 487,075 shares
    Change vs previous 13F +17,415 shares

    8.7% of the 13F portfolio, value $26,949,869.

    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 469,660 shares
    Change vs previous 13F -545,608 shares

    8.48% of the 13F portfolio, value $24,581,999.

    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 1,015,268 shares
    Change vs previous 13F +62,398 shares

    10.07% of the 13F portfolio, value $51,849,740.

    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 952,870 shares
    Change vs previous 13F +38,331 shares

    9.2% of the 13F portfolio, value $48,729,751.

    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 914,539 shares
    Change vs previous 13F not available

    9.05% of the 13F portfolio, value $48,342,514.

    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).