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Roberts Wealth Advisors, LLC: ROK position timeline

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

Roberts Wealth Advisors, LLC held 13,788 ROK 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 13,788 shares
    Change vs previous 13F +251 shares

    1.55% of the 13F portfolio, value $6,826,270.

    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 13,537 shares
    Change vs previous 13F +587 shares

    1.23% of the 13F portfolio, value $4,858,238.

    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 12,950 shares
    Change vs previous 13F -112 shares

    1.31% of the 13F portfolio, value $5,038,543.

    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 13,062 shares
    Change vs previous 13F -107 shares

    1.21% of the 13F portfolio, value $4,565,640.

    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 13,169 shares
    Change vs previous 13F +48 shares

    1.26% of the 13F portfolio, value $4,374,420.

    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 13,121 shares
    Change vs previous 13F +141 shares

    1.05% of the 13F portfolio, value $3,390,261.

    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 12,980 shares
    Change vs previous 13F +473 shares

    1.09% of the 13F portfolio, value $3,583,970.

    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 12,507 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,328,920.

    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).