Skip to main content

Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

ROP holding history

Roper Technologies 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.

ROP overviewAll 13F holders of ROPFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of ROP by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,151−100.0%Sold outHolders
Q3 20232,151$1.08M0.5%−5,020−70.0%ReducedHolders
Q2 20237,171$3.45M1.5%−289−3.9%ReducedHolders
Q1 20237,460$3.26M1.5%+149+2.0%AddedHolders
Q4 20227,311$3.18M1.5%+111+1.5%AddedHolders
Q3 20227,200$2.74M1.3%+153+2.2%AddedHolders
Q2 20227,047$2.83M1.2%+251+3.7%AddedHolders
Q1 20226,796$3.24M1.3%+59+0.9%AddedHolders
Q4 20216,737$3.20M1.2%+118+1.8%AddedHolders
Q3 20216,619$2.95M1.2%–No prior filingHolders