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Roberts Wealth Advisors, LLC: SPTS position timeline

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

Roberts Wealth Advisors, LLC held 95,515 SPTS 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 95,515 shares
    Change vs previous 13F +5,778 shares

    0.63% of the 13F portfolio, value $2,770,900.

    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 89,737 shares
    Change vs previous 13F +11,307 shares

    0.66% of the 13F portfolio, value $2,618,525.

    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 78,430 shares
    Change vs previous 13F +1,357 shares

    0.6% of the 13F portfolio, value $2,296,426.

    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 77,073 shares
    Change vs previous 13F -112 shares

    0.6% of the 13F portfolio, value $2,259,770.

    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 77,185 shares
    Change vs previous 13F -7,801 shares

    0.65% of the 13F portfolio, value $2,260,761.

    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 84,986 shares
    Change vs previous 13F -9,044 shares

    0.77% of the 13F portfolio, value $2,484,997.

    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 94,030 shares
    Change vs previous 13F +6,576 shares

    0.83% of the 13F portfolio, value $2,725,930.

    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 87,454 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,551,030.

    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).