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Roberts Wealth Advisors, LLC: XLY position timeline

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

Roberts Wealth Advisors, LLC held 16,229 XLY 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 16,229 shares
    Change vs previous 13F +425 shares

    0.4% of the 13F portfolio, value $1,766,377.

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

  2. period ended2026-06-30
    13F 15,804 shares
    Change vs previous 13F +3,407 shares

    0.42% of the 13F portfolio, value $1,853,480.

    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 12,397 shares
    Change vs previous 13F +1,255 shares

    0.34% of the 13F portfolio, value $1,350,993.

    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 11,142 shares
    Change vs previous 13F +5,207 shares

    0.35% of the 13F portfolio, value $1,330,417.

    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 5,935 shares
    Change vs previous 13F -71 shares

    0.38% of the 13F portfolio, value $1,422,380.

    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 6,006 shares
    Change vs previous 13F +29 shares

    0.38% of the 13F portfolio, value $1,305,373.

    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 5,977 shares
    Change vs previous 13F -233 shares

    0.36% of the 13F portfolio, value $1,180,286.

    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 6,210 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,411,470.

    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).