ERTS Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for ERTS Wealth Advisors going back to Feb. 14, 2019
- Roberts Financial 2025 Q3 - filed Oct. 28, 2025 - new!
- ERTS Wealth Advisors 2025 Q2 - filed Aug. 8, 2025
- ERTS Wealth Advisors 2025 Q1 - filed April 22, 2025
- ERTS Wealth Advisors 2024 Q4 - filed Jan. 17, 2025
- ERTS Wealth Advisors 2024 Q3 - filed Oct. 17, 2024
- ERTS Wealth Advisors 2024 Q2 - filed July 18, 2024
- ERTS Wealth Advisors 2024 Q1 - filed April 23, 2024
- ERTS Wealth Advisors 2023 Q4 - filed Jan. 23, 2024
- ERTS Wealth Advisors 2023 Q3 - filed Oct. 16, 2023
- ERTS Wealth Advisors 2023 Q2 - filed July 17, 2023
- ERTS Wealth Advisors 2023 Q1 - filed April 18, 2023
- ERTS Wealth Advisors 2022 Q4 - filed Jan. 30, 2023
- ERTS Wealth Advisors 2022 Q3 - filed Nov. 8, 2022
- ERTS Wealth Advisors 2022 Q2 restated - filed Aug. 9, 2022
- ERTS Wealth Advisors 2022 Q2 - filed Aug. 8, 2022
- ERTS Wealth Advisors 2022 Q1 - filed May 11, 2022
- ERTS Wealth Advisors 2021 Q4 - filed Feb. 15, 2022
- ERTS Wealth Advisors 2021 Q3 - filed Oct. 13, 2021
- ERTS Wealth Advisors 2021 Q2 - filed Aug. 11, 2021
- ERTS Wealth Advisors 2021 Q1 - filed May 7, 2021
- ERTS Wealth Advisors 2020 Q4 - filed Feb. 12, 2021
- ERTS Wealth Advisors 2020 Q3 - filed Nov. 13, 2020
- ERTS Wealth Advisors 2020 Q2 - filed Aug. 14, 2020
- ERTS Wealth Advisors 2020 Q1 - filed May 15, 2020
- ERTS Wealth Advisors 2019 Q4 restated - filed Feb. 19, 2020
- ERTS Wealth Advisors 2019 Q4 - filed Feb. 12, 2020
- ERTS Wealth Advisors 2019 Q3 - filed Nov. 5, 2019
- ERTS Wealth Advisors 2019 Q2 - filed Aug. 13, 2019
- ERTS Wealth Advisors 2019 Q1 - filed May 15, 2019
- ERTS Wealth Advisors 2019 Q1 restated - filed May 15, 2019
- ERTS Wealth Advisors 2018 Q4 - filed Feb. 14, 2019