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Roberts Wealth Advisors, LLC: INDA position timeline

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

Roberts Wealth Advisors, LLC held 64,111 INDA 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 64,111 shares
    Change vs previous 13F +1,047 shares

    0.72% of the 13F portfolio, value $3,166,440.

    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 63,064 shares
    Change vs previous 13F +3,103 shares

    0.75% of the 13F portfolio, value $2,953,918.

    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 59,961 shares
    Change vs previous 13F +1,381 shares

    0.85% of the 13F portfolio, value $3,240,893.

    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 58,580 shares
    Change vs previous 13F -67 shares

    0.81% of the 13F portfolio, value $3,049,680.

    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 58,647 shares
    Change vs previous 13F +2,935 shares

    0.94% of the 13F portfolio, value $3,265,465.

    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 55,712 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,868,054.

    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).