Skip to content
Disclosery

Roberts Wealth Advisors, LLC: AAPL position timeline

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

Roberts Wealth Advisors, LLC held 90,395 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,395 shares
    Change vs previous 13F -2,042 shares

    5.94% of the 13F portfolio, value $26,156,660.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, 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 92,437 shares
    Change vs previous 13F +4,694 shares

    5.96% of the 13F portfolio, value $23,459,632.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, 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 87,743 shares
    Change vs previous 13F -3,641 shares

    6.22% of the 13F portfolio, value $23,853,837.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, 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 91,384 shares
    Change vs previous 13F -1,349 shares

    6.19% of the 13F portfolio, value $23,269,130.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, 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 92,733 shares
    Change vs previous 13F -493 shares

    5.47% of the 13F portfolio, value $19,026,049.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, 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 93,226 shares
    Change vs previous 13F -273 shares

    6.39% of the 13F portfolio, value $20,708,312.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, 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 93,499 shares
    Change vs previous 13F -810 shares

    6.76% of the 13F portfolio, value $22,240,630.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, 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 94,309 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $21,292,160.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).