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Roberts Wealth Advisors, LLC: JSCP position timeline

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

Roberts Wealth Advisors, LLC held 626,222 JSCP 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 626,222 shares
    Change vs previous 13F +38,849 shares

    6.71% of the 13F portfolio, value $29,523,240.

    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 587,373 shares
    Change vs previous 13F +90,247 shares

    7.05% of the 13F portfolio, value $27,782,743.

    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 497,126 shares
    Change vs previous 13F +125,393 shares

    6.17% of the 13F portfolio, value $23,641,822.

    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 371,733 shares
    Change vs previous 13F +104,853 shares

    4.71% of the 13F portfolio, value $17,698,210.

    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 266,880 shares
    Change vs previous 13F +135,923 shares

    3.64% of the 13F portfolio, value $12,660,788.

    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 130,957 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $6,182,480.

    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).