Roberts Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Palo Alto, CA
CIK
0001885319
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 88 227,434 13F-HR 10/17/2023 000175496023000284 Roberts Wealth Advisors, LLC
Q2 2023 86 227,446 13F-HR 7/12/2023 000175496023000177 Roberts Wealth Advisors, LLC
Q1 2023 84 218,018 13F-HR 4/11/2023 000175496023000086 Roberts Wealth Advisors, LLC
Q4 2022 84 207,209 13F-HR 1/10/2023 000175496023000003 Roberts Wealth Advisors, LLC
Q3 2022 79 203,368 13F-HR 10/13/2022 000175496022000248 Roberts Wealth Advisors, LLC
Q2 2022 84 229,478 13F-HR 7/11/2022 000175496022000172 Roberts Wealth Advisors, LLC
Q1 2022 91 255,224 13F-HR 4/11/2022 000175496022000078 Roberts Wealth Advisors, LLC
Q4 2021 95 277,587 13F-HR 1/11/2022 000175496022000002 Roberts Wealth Advisors, LLC
Q3 2021 91 252,694 13F-HR 10/12/2021 000175496021000166 Roberts Wealth Advisors, LLC