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Disclosery

Rockport Wealth LLC: ROBT position timeline

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

Rockport Wealth LLC held 157,442 ROBT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,442 shares
    Change vs previous 13F -10,844 shares

    1.49% of the 13F portfolio, value $8,857,688.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 168,286 shares
    Change vs previous 13F -6,369 shares

    1.42% of the 13F portfolio, value $7,777,254.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 174,655 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $9,058,745.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).