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Roberts Wealth Advisors, LLC: VUSB position timeline

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

Roberts Wealth Advisors, LLC held 17,168 VUSB 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 17,168 shares
    Change vs previous 13F -19,125 shares

    0.19% of the 13F portfolio, value $854,620.

    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 36,293 shares
    Change vs previous 13F -44,085 shares

    0.46% of the 13F portfolio, value $1,806,848.

    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 80,378 shares
    Change vs previous 13F -59,005 shares

    1.05% of the 13F portfolio, value $4,006,040.

    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 139,383 shares
    Change vs previous 13F -60,014 shares

    1.85% of the 13F portfolio, value $6,968,450.

    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 199,397 shares
    Change vs previous 13F -71,982 shares

    2.86% of the 13F portfolio, value $9,942,932.

    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 271,379 shares
    Change vs previous 13F -28,797 shares

    4.17% of the 13F portfolio, value $13,529,601.

    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 300,176 shares
    Change vs previous 13F +108,768 shares

    4.53% of the 13F portfolio, value $14,917,250.

    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 191,408 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $9,512,980.

    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).