Roberts Wealth Advisors, LLC: CRM position timeline

Roberts Wealth Advisors, LLC held 18,449 CRM 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 18,449 shares

   Change vs previous 13F -3 shares

   0.95% of the 13F portfolio, value $4,235,359.

   13F-HR 0001754960-26-000879 filed by Roberts Wealth Advisors, LLC
   Accepted 2026-10-14 10:06:02 UTC, ingested 2026-10-14 10:06:28 UTC

2. period ended2026-06-30

   13F 18,452 shares

   Change vs previous 13F +52 shares

   0.66% of the 13F portfolio, value $2,890,710.

   13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 18,400 shares

   Change vs previous 13F +619 shares

   0.87% of the 13F portfolio, value $3,434,746.

   13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 17,781 shares

   Change vs previous 13F +1,011 shares

   1.23% of the 13F portfolio, value $4,710,390.

   13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 16,770 shares

   Change vs previous 13F +295 shares

   1.06% of the 13F portfolio, value $3,974,510.

   13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 16,475 shares

   Change vs previous 13F +369 shares

   1.29% of the 13F portfolio, value $4,492,594.

   13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 16,106 shares

   Change vs previous 13F +5,027 shares

   1.33% of the 13F portfolio, value $4,322,232.

   13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 11,079 shares

   Change vs previous 13F not available

   1.08% of the 13F portfolio, value $3,558,160.

   13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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