Roberts Wealth Advisors, LLC

SEC CIK: 0001885319
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

BE holding history

Bloom Energy Corp 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.

BE overview All 13F holders of BE Full Q2 2026 holdings

Shares (Q2 2026): 3,898
Value: $1.18M
% of portfolio: 0.3%
Quarters held: 4; Since Q3 2025

Holdings of BE by Roberts Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,898	$1.18M	0.3%	−1,001−20.4%	Reduced	Holders
Q1 2026	4,899	$663.8K	0.2%	−859−14.9%	Reduced	Holders
Q4 2025	5,758	$500.3K	0.1%	−200−3.4%	Reduced	Holders
Q3 2025	5,958	$503.9K	0.1%	+5,958	New	Holders