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Roberts Wealth Advisors, LLC: SE position timeline

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

Roberts Wealth Advisors, LLC held 63,887 SE 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 63,887 shares
    Change vs previous 13F +27,875 shares

    1.39% of the 13F portfolio, value $6,122,290.

    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 36,012 shares
    Change vs previous 13F -5,021 shares

    0.76% of the 13F portfolio, value $2,982,154.

    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 41,033 shares
    Change vs previous 13F +16,068 shares

    1.37% of the 13F portfolio, value $5,234,580.

    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 24,965 shares
    Change vs previous 13F +235 shares

    1.19% of the 13F portfolio, value $4,462,000.

    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 24,730 shares
    Change vs previous 13F +924 shares

    1.14% of the 13F portfolio, value $3,955,317.

    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 23,806 shares
    Change vs previous 13F +329 shares

    0.96% of the 13F portfolio, value $3,106,445.

    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 23,477 shares
    Change vs previous 13F +161 shares

    0.79% of the 13F portfolio, value $2,601,720.

    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 23,316 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,222,710.

    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).