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Disclosery

Roberts Financial Services LLC: TLT position timeline

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

Roberts Financial Services LLC held 15,359 TLT 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 15,359 shares
    Change vs previous 13F -86 shares

    0.39% of the 13F portfolio, value $1,327,331.

    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 15,445 shares
    Change vs previous 13F -602 shares

    0.43% of the 13F portfolio, value $1,338,918.

    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 16,047 shares
    Change vs previous 13F -173 shares

    0.44% of the 13F portfolio, value $1,398,617.

    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 16,220 shares
    Change vs previous 13F +312 shares

    0.47% of the 13F portfolio, value $1,449,613.

    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 15,908 shares
    Change vs previous 13F -14,675 shares

    0.48% of the 13F portfolio, value $1,403,869.

    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 30,583 shares
    Change vs previous 13F +214 shares

    0.54% of the 13F portfolio, value $2,783,966.

    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 30,369 shares
    Change vs previous 13F -18 shares

    0.5% of the 13F portfolio, value $2,652,147.

    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 30,387 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,980,923.

    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).