Roberts Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Roberts Wealth Advisors going back to Oct. 12, 2021
- Roberts Wealth Advisors 2025 Q4 - filed Jan. 13, 2026 - new!
- Roberts Wealth Advisors 2025 Q3 - filed Oct. 21, 2025
- Roberts Wealth Advisors 2025 Q2 - filed July 23, 2025
- Roberts Wealth Advisors 2025 Q1 - filed April 21, 2025
- Roberts Wealth Advisors 2024 Q4 - filed Jan. 17, 2025
- Roberts Wealth Advisors 2024 Q3 - filed Oct. 15, 2024
- Roberts Wealth Advisors 2024 Q2 - filed Aug. 13, 2024
- Roberts Wealth Advisors 2024 Q1 - filed April 18, 2024
- Roberts Wealth Advisors 2023 Q4 - filed Jan. 17, 2024
- Roberts Wealth Advisors 2023 Q3 - filed Oct. 17, 2023
- Roberts Wealth Advisors 2023 Q2 - filed July 12, 2023
- Roberts Wealth Advisors 2023 Q1 - filed April 11, 2023
- Roberts Wealth Advisors 2022 Q4 - filed Jan. 11, 2023
- Roberts Wealth Advisors 2022 Q3 - filed Oct. 13, 2022
- Roberts Wealth Advisors 2022 Q2 - filed July 11, 2022
- Roberts Wealth Advisors 2022 Q1 - filed April 12, 2022
- Roberts Wealth Advisors 2021 Q4 - filed Jan. 12, 2022
- Roberts Wealth Advisors 2021 Q3 - filed Oct. 12, 2021