Skip to main content
Livermore
Livermore
ZHEN

Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

DHR holding history

Danaher 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.

DHR overviewAll 13F holders of DHRFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2021
Holdings of DHR by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−950−100.0%Sold outHolders
Q4 2025950$217.5K0.1%+950NewHolders
Q1 20250$00.0%−950−100.0%Sold outHolders
Q4 2024950$226.1K0.1%+150+18.8%AddedHolders
Q3 2024800$215.1K0.1%+800NewHolders
Q2 20240$00.0%−1,070−100.0%Sold outHolders
Q1 20241,070$256.4K0.1%+1,070NewHolders
Q4 20230$00.0%−1,070−100.0%Sold outHolders
Q3 20231,070$225.2K0.1%00.0%UnchangedHolders
Q2 20231,070$256.8K0.1%00.0%UnchangedHolders
Q1 20231,070$266.4K0.1%00.0%UnchangedHolders
Q4 20221,070$280.6K0.1%−250−18.9%ReducedHolders
Q3 20221,320$367.0K0.2%00.0%UnchangedHolders
Q2 20221,320$348.0K0.2%00.0%UnchangedHolders
Q1 20221,320$385.0K0.2%00.0%UnchangedHolders
Q4 20211,320$417.0K0.2%00.0%UnchangedHolders
Q3 20211,320$402.0K0.2%–No prior filingHolders