Skip to content
Disclosery

Roberts Wealth Advisors, LLC: VB position timeline

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

Roberts Wealth Advisors, LLC held 51,091 VB 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 51,091 shares
    Change vs previous 13F -123 shares

    3.52% of the 13F portfolio, value $15,486,760.

    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 51,214 shares
    Change vs previous 13F +2,016 shares

    3.41% of the 13F portfolio, value $13,413,950.

    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 49,198 shares
    Change vs previous 13F +841 shares

    3.31% of the 13F portfolio, value $12,690,517.

    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 48,357 shares
    Change vs previous 13F +33 shares

    3.27% of the 13F portfolio, value $12,296,220.

    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 48,324 shares
    Change vs previous 13F +819 shares

    3.29% of the 13F portfolio, value $11,451,758.

    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 47,505 shares
    Change vs previous 13F -5,776 shares

    3.25% of the 13F portfolio, value $10,534,174.

    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 53,281 shares
    Change vs previous 13F +2,719 shares

    3.98% of the 13F portfolio, value $13,098,050.

    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 50,562 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $11,888,670.

    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).