Roberts Wealth Advisors, LLC
- SEC CIK
- 0001885319
- Latest filing
- Jul 29, 2026
AAP holding history
Advance Auto Parts Inc in every 13F filed by Roberts Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AAP overviewAll 13F holders of AAPFull Q2 2026 holdings
- Shares (Q2 2026)
- 63,778
- Value
- $3.97M
- % of portfolio
- 0.9%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 63,778 | $3.97M | 0.9% | +2,920+4.8% | Added | Holders |
| Q1 2026 | 60,858 | $3.21M | 0.8% | +30,878+103.0% | Added | Holders |
| Q4 2025 | 29,980 | $1.18M | 0.3% | −2,527−7.8% | Reduced | Holders |
| Q3 2025 | 32,507 | $2.00M | 0.5% | +32,507 | New | Holders |