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Roberts Wealth Advisors, LLC: XLV position timeline

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

Roberts Wealth Advisors, LLC held 9,371 XLV 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 9,371 shares
    Change vs previous 13F -418 shares

    0.35% of the 13F portfolio, value $1,578,316.

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

  2. period ended2026-06-30
    13F 9,789 shares
    Change vs previous 13F +764 shares

    0.35% of the 13F portfolio, value $1,553,140.

    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 9,025 shares
    Change vs previous 13F +222 shares

    0.34% of the 13F portfolio, value $1,323,135.

    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 8,803 shares
    Change vs previous 13F -284 shares

    0.36% of the 13F portfolio, value $1,362,655.

    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 9,087 shares
    Change vs previous 13F +6 shares

    0.34% of the 13F portfolio, value $1,264,710.

    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 9,081 shares
    Change vs previous 13F +128 shares

    0.35% of the 13F portfolio, value $1,224,065.

    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 8,953 shares
    Change vs previous 13F -38 shares

    0.4% of the 13F portfolio, value $1,307,240.

    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 8,991 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,263,850.

    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).