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Disclosery

Roberts Financial Services LLC: VOT position timeline

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

Roberts Financial Services LLC held 49,278 VOT 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 49,278 shares
    Change vs previous 13F -287 shares

    4.42% of the 13F portfolio, value $15,093,776.

    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 49,565 shares
    Change vs previous 13F -9,557 shares

    4.06% of the 13F portfolio, value $12,755,439.

    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 59,122 shares
    Change vs previous 13F +1,208 shares

    5.18% of the 13F portfolio, value $16,503,188.

    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 57,914 shares
    Change vs previous 13F -3 shares

    5.5% of the 13F portfolio, value $17,014,642.

    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 57,917 shares
    Change vs previous 13F -49,128 shares

    5.68% of the 13F portfolio, value $16,471,140.

    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 107,045 shares
    Change vs previous 13F -3,171 shares

    5.09% of the 13F portfolio, value $26,187,470.

    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 110,216 shares
    Change vs previous 13F -2,063 shares

    5.28% of the 13F portfolio, value $27,967,393.

    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 112,279 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $27,336,574.

    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).