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Roberts Wealth Advisors, LLC: VWO position timeline

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

Roberts Wealth Advisors, LLC held 210,902 VWO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 210,902 shares
    Change vs previous 13F +1,797 shares

    2.81% of the 13F portfolio, value $12,508,578.

    13F-HR 0001754960-26-000879 filed by Roberts Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 209,105 shares
    Change vs previous 13F +9,409 shares

    2.84% of the 13F portfolio, value $12,481,480.

    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).

  3. period ended2026-03-31
    13F 199,696 shares
    Change vs previous 13F +19,869 shares

    2.74% of the 13F portfolio, value $10,793,553.

    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).

  4. period ended2025-12-31
    13F 179,827 shares
    Change vs previous 13F +5,092 shares

    2.52% of the 13F portfolio, value $9,667,483.

    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).

  5. period ended2025-09-30
    13F 174,735 shares
    Change vs previous 13F +3,291 shares

    2.52% of the 13F portfolio, value $9,467,120.

    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).

  6. period ended2025-06-30
    13F 171,444 shares
    Change vs previous 13F +10,325 shares

    2.44% of the 13F portfolio, value $8,479,596.

    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).

  7. period ended2025-03-31
    13F 161,119 shares
    Change vs previous 13F +4,967 shares

    2.25% of the 13F portfolio, value $7,292,243.

    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).

  8. period ended2024-12-31
    13F 156,152 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $6,786,350.

    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).