Roberts Wealth Advisors, LLC: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roberts Wealth Advisors, LLC on NVDA, newest first. How the timeline and the estimate are built.
Roberts Wealth Advisors, LLC held 11,343 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 11,343 sharesChange vs previous 13F -1,248 shares
0.52% of the 13F portfolio, value $2,269,630.
13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,591 sharesChange vs previous 13F +720 shares
0.56% of the 13F portfolio, value $2,195,875.
13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,871 sharesChange vs previous 13F -1,580 shares
0.58% of the 13F portfolio, value $2,213,942.
13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,451 sharesChange vs previous 13F 0 shares
0.67% of the 13F portfolio, value $2,509,690.
13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,451 sharesChange vs previous 13F +130 shares
0.61% of the 13F portfolio, value $2,125,124.
13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,321 sharesChange vs previous 13F -325 shares
0.45% of the 13F portfolio, value $1,443,730.
13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,646 sharesChange vs previous 13F +990 shares
0.56% of the 13F portfolio, value $1,859,130.
13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,656 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $1,681,860.
13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).