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Roberts Wealth Advisors, LLC: COST position timeline

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

Roberts Wealth Advisors, LLC held 5,392 COST 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 5,392 shares
    Change vs previous 13F +187 shares

    1.1% of the 13F portfolio, value $4,908,601.

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

  2. period ended2026-06-30
    13F 5,205 shares
    Change vs previous 13F -282 shares

    1.11% of the 13F portfolio, value $4,869,170.

    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 5,487 shares
    Change vs previous 13F +46 shares

    1.39% of the 13F portfolio, value $5,467,464.

    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 5,441 shares
    Change vs previous 13F -23 shares

    1.22% of the 13F portfolio, value $4,692,037.

    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 5,464 shares
    Change vs previous 13F -148 shares

    1.34% of the 13F portfolio, value $5,057,690.

    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 5,612 shares
    Change vs previous 13F -78 shares

    1.6% of the 13F portfolio, value $5,555,595.

    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 5,690 shares
    Change vs previous 13F -49 shares

    1.66% of the 13F portfolio, value $5,381,538.

    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 5,739 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,300,010.

    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).