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Roberts Wealth Advisors, LLC: COHR position timeline

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

Roberts Wealth Advisors, LLC held 37,526 COHR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,526 shares
    Change vs previous 13F +2,354 shares

    2.42% of the 13F portfolio, value $10,800,359.

    13F-HR 0001754960-26-000879 filed by Roberts Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,172 shares
    Change vs previous 13F -40 shares

    3.15% of the 13F portfolio, value $13,874,300.

    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).

  3. period ended2026-03-31
    13F 35,212 shares
    Change vs previous 13F -10,433 shares

    2.13% of the 13F portfolio, value $8,387,851.

    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).

  4. period ended2025-12-31
    13F 45,645 shares
    Change vs previous 13F -1,123 shares

    2.2% of the 13F portfolio, value $8,424,698.

    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).

  5. period ended2025-09-30
    13F 46,768 shares
    Change vs previous 13F -445 shares

    1.34% of the 13F portfolio, value $5,037,850.

    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).

  6. period ended2025-06-30
    13F 47,213 shares
    Change vs previous 13F +271 shares

    1.21% of the 13F portfolio, value $4,211,872.

    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).

  7. period ended2025-03-31
    13F 46,942 shares
    Change vs previous 13F +19,772 shares

    0.94% of the 13F portfolio, value $3,048,414.

    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).

  8. period ended2024-12-31
    13F 27,170 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,620,550.

    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).