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Roberts Wealth Advisors, LLC: ZBH position timeline

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

Roberts Wealth Advisors, LLC held 24,436 ZBH 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 24,436 shares
    Change vs previous 13F +5,231 shares

    0.48% of the 13F portfolio, value $2,103,700.

    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 19,205 shares
    Change vs previous 13F +1,137 shares

    0.44% of the 13F portfolio, value $1,736,517.

    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 18,068 shares
    Change vs previous 13F -1,392 shares

    0.42% of the 13F portfolio, value $1,624,675.

    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 19,460 shares
    Change vs previous 13F +208 shares

    0.51% of the 13F portfolio, value $1,916,810.

    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 19,252 shares
    Change vs previous 13F +755 shares

    0.5% of the 13F portfolio, value $1,755,975.

    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 18,497 shares
    Change vs previous 13F +152 shares

    0.65% of the 13F portfolio, value $2,093,491.

    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 18,345 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,953,930.

    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).