Skip to content

Roberts Wealth Advisors, LLC: TT position timeline

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

Roberts Wealth Advisors, LLC held 21,004 TT 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 21,004 shares
    Change vs previous 13F -780 shares

    2.34% of the 13F portfolio, value $10,316,330.

    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 21,784 shares
    Change vs previous 13F +973 shares

    2.3% of the 13F portfolio, value $9,078,265.

    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 20,811 shares
    Change vs previous 13F -1,346 shares

    2.11% of the 13F portfolio, value $8,099,642.

    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 22,157 shares
    Change vs previous 13F -18 shares

    2.49% of the 13F portfolio, value $9,349,370.

    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 22,175 shares
    Change vs previous 13F -3,008 shares

    2.79% of the 13F portfolio, value $9,699,567.

    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 25,183 shares
    Change vs previous 13F -190 shares

    2.62% of the 13F portfolio, value $8,484,657.

    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 25,373 shares
    Change vs previous 13F -505 shares

    2.97% of the 13F portfolio, value $9,782,560.

    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 25,878 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $10,260,630.

    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).