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Roberts Wealth Advisors, LLC: IEFA position timeline

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

Roberts Wealth Advisors, LLC held 3,731 IEFA 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 3,731 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $361,474.

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

  2. period ended2026-06-30
    13F 3,731 shares
    Change vs previous 13F -701 shares

    0.08% of the 13F portfolio, value $360,360.

    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 4,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $401,222.

    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).