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Disclosery

Roberts Financial Services LLC: VOE position timeline

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

Roberts Financial Services LLC held 77,001 VOE 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 77,001 shares
    Change vs previous 13F -300 shares

    4.46% of the 13F portfolio, value $15,215,298.

    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 77,301 shares
    Change vs previous 13F -18,597 shares

    4.53% of the 13F portfolio, value $14,245,057.

    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 95,898 shares
    Change vs previous 13F +2,602 shares

    5.34% of the 13F portfolio, value $17,009,475.

    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 93,296 shares
    Change vs previous 13F +2,333 shares

    5.26% of the 13F portfolio, value $16,287,639.

    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 90,963 shares
    Change vs previous 13F -85,285 shares

    5.16% of the 13F portfolio, value $14,959,778.

    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 176,248 shares
    Change vs previous 13F +19 shares

    5.5% of the 13F portfolio, value $28,294,864.

    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 176,229 shares
    Change vs previous 13F +5,824 shares

    5.38% of the 13F portfolio, value $28,508,542.

    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 170,405 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $28,571,828.

    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).