Skip to content
Disclosery

Roberts Wealth Advisors, LLC: WSM position timeline

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

Roberts Wealth Advisors, LLC held 29,530 WSM 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 29,530 shares
    Change vs previous 13F +1,332 shares

    1.56% of the 13F portfolio, value $6,883,500.

    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 28,198 shares
    Change vs previous 13F +814 shares

    1.31% of the 13F portfolio, value $5,141,381.

    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 27,384 shares
    Change vs previous 13F +275 shares

    1.28% of the 13F portfolio, value $4,890,547.

    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 27,109 shares
    Change vs previous 13F -6 shares

    1.41% of the 13F portfolio, value $5,298,500.

    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 27,115 shares
    Change vs previous 13F +349 shares

    1.27% of the 13F portfolio, value $4,429,813.

    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 26,766 shares
    Change vs previous 13F -381 shares

    1.31% of the 13F portfolio, value $4,231,739.

    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 27,147 shares
    Change vs previous 13F +5,495 shares

    1.64% of the 13F portfolio, value $5,389,540.

    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 21,652 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,237,660.

    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).