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Roberts Wealth Advisors, LLC: FANG position timeline

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

Roberts Wealth Advisors, LLC held 12,758 FANG 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 12,758 shares
    Change vs previous 13F +91 shares

    0.53% of the 13F portfolio, value $2,345,048.

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

  2. period ended2026-06-30
    13F 12,667 shares
    Change vs previous 13F +421 shares

    0.51% of the 13F portfolio, value $2,226,610.

    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 12,246 shares
    Change vs previous 13F +425 shares

    0.61% of the 13F portfolio, value $2,422,137.

    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 11,821 shares
    Change vs previous 13F +226 shares

    0.46% of the 13F portfolio, value $1,777,051.

    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 11,595 shares
    Change vs previous 13F +308 shares

    0.44% of the 13F portfolio, value $1,659,250.

    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 11,287 shares
    Change vs previous 13F +949 shares

    0.45% of the 13F portfolio, value $1,550,834.

    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 10,338 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,652,840.

    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).