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Roberts Wealth Advisors, LLC: CCJ position timeline

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

Roberts Wealth Advisors, LLC held 41,880 CCJ 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 41,880 shares
    Change vs previous 13F +1,893 shares

    0.97% of the 13F portfolio, value $4,265,900.

    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 39,987 shares
    Change vs previous 13F +959 shares

    1.1% of the 13F portfolio, value $4,342,989.

    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 39,028 shares
    Change vs previous 13F +202 shares

    0.93% of the 13F portfolio, value $3,570,672.

    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 38,826 shares
    Change vs previous 13F +5 shares

    0.87% of the 13F portfolio, value $3,255,950.

    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 38,821 shares
    Change vs previous 13F -279 shares

    0.83% of the 13F portfolio, value $2,881,683.

    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 39,100 shares
    Change vs previous 13F +21,089 shares

    0.5% of the 13F portfolio, value $1,609,356.

    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 18,011 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $894,610.

    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).