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Roberts Wealth Advisors, LLC: TW position timeline

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

Roberts Wealth Advisors, LLC held 36,856 TW 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 36,856 shares
    Change vs previous 13F -99 shares

    0.83% of the 13F portfolio, value $3,673,070.

    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 36,955 shares
    Change vs previous 13F +1,256 shares

    1.1% of the 13F portfolio, value $4,348,126.

    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 35,699 shares
    Change vs previous 13F +20,492 shares

    1% of the 13F portfolio, value $3,839,071.

    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 15,207 shares
    Change vs previous 13F +184 shares

    0.45% of the 13F portfolio, value $1,687,670.

    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 15,023 shares
    Change vs previous 13F +131 shares

    0.63% of the 13F portfolio, value $2,199,368.

    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 14,892 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,210,867.

    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).