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Livermore
Livermore
ZHEN

Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

LOW holding history

Lowes Companies 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.

LOW overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q3 2021
Holdings of LOW by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,643−100.0%Sold outHolders
Q3 20251,643$412.9K0.1%00.0%UnchangedHolders
Q2 20251,643$364.5K0.1%00.0%UnchangedHolders
Q1 20251,643$383.2K0.1%00.0%UnchangedHolders
Q4 20241,643$421.8K0.1%−475−22.4%ReducedHolders
Q3 20242,118$578.8K0.2%00.0%UnchangedHolders
Q2 20242,118$458.2K0.2%00.0%UnchangedHolders
Q1 20242,118$487.2K0.2%+2,118NewHolders
Q4 20230$00.0%−2,618−100.0%Sold outHolders
Q3 20232,618$519.0K0.2%00.0%UnchangedHolders
Q2 20232,618$590.9K0.3%00.0%UnchangedHolders
Q1 20232,618$531.5K0.2%00.0%UnchangedHolders
Q4 20222,618$521.1K0.3%−1,267−32.6%ReducedHolders
Q3 20223,885$777.0K0.4%+35+0.9%AddedHolders
Q2 20223,850$699.0K0.3%00.0%UnchangedHolders
Q1 20223,850$779.0K0.3%−13−0.3%ReducedHolders
Q4 20213,863$987.0K0.4%00.0%UnchangedHolders
Q3 20213,863$784.0K0.3%–No prior filingHolders