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Roberts Wealth Advisors, LLC: GSK position timeline

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

Roberts Wealth Advisors, LLC held 85,719 GSK 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 85,719 shares
    Change vs previous 13F +243 shares

    1.02% of the 13F portfolio, value $4,493,380.

    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 85,476 shares
    Change vs previous 13F -295 shares

    1.2% of the 13F portfolio, value $4,717,411.

    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 85,771 shares
    Change vs previous 13F +644 shares

    1.1% of the 13F portfolio, value $4,206,202.

    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 85,127 shares
    Change vs previous 13F +933 shares

    0.98% of the 13F portfolio, value $3,674,070.

    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 84,194 shares
    Change vs previous 13F +3,847 shares

    0.93% of the 13F portfolio, value $3,233,043.

    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 80,347 shares
    Change vs previous 13F -40 shares

    0.96% of the 13F portfolio, value $3,112,636.

    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 80,387 shares
    Change vs previous 13F -4,989 shares

    0.8% of the 13F portfolio, value $2,636,690.

    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).

  8. period ended2024-09-30
    13F 85,376 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,245,990.

    13F-HR 0001754960-24-000496 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).