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CIK 0001885319 • 7 13F filings • Apr 21, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("roberts-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001754960-25-000696 |
| $376.1M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000669 | $440.3M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000464 | $347.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000208 | $393.9M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000223 | $324.2M | View |