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Roberts Wealth Advisors, LLC: XLRE position timeline

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

Roberts Wealth Advisors, LLC held 9,317 XLRE 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 9,317 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $381,164.

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

  2. period ended2026-06-30
    13F 9,267 shares
    Change vs previous 13F -2,226 shares

    0.09% of the 13F portfolio, value $408,010.

    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 11,493 shares
    Change vs previous 13F +267 shares

    0.12% of the 13F portfolio, value $469,267.

    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 11,226 shares
    Change vs previous 13F +1,957 shares

    0.12% of the 13F portfolio, value $452,957.

    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 9,269 shares
    Change vs previous 13F +160 shares

    0.1% of the 13F portfolio, value $390,500.

    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).

  6. period ended2025-06-30
    13F 9,109 shares
    Change vs previous 13F +259 shares

    0.11% of the 13F portfolio, value $377,314.

    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 8,850 shares
    Change vs previous 13F -59 shares

    0.11% of the 13F portfolio, value $370,373.

    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 8,909 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $358,040.

    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).