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Livermore
Livermore
ZHEN

Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

SNOW holding history

Snowflake 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.

SNOW overviewAll 13F holders of SNOWFull Q2 2026 holdings

Shares (Q2 2026)
18,103
Value
$4.61M
% of portfolio
1.0%
Quarters held
19
Since Q3 2021
Holdings of SNOW by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,103$4.61M1.0%−1,159−6.0%ReducedHolders
Q1 202619,262$2.91M0.7%+1,562+8.8%AddedHolders
Q4 202517,700$3.88M1.0%+16,500+1,375.0%AddedHolders
Q3 20251,200$270.7K0.1%00.0%UnchangedHolders
Q2 20251,200$268.5K0.1%−800−40.0%ReducedHolders
Q1 20252,000$292.3K0.1%−500−20.0%ReducedHolders
Q4 20242,500$414.3K0.1%00.0%UnchangedHolders
Q3 20242,500$283.8K0.1%00.0%UnchangedHolders
Q2 20242,500$343.6K0.1%00.0%UnchangedHolders
Q1 20242,500$379.9K0.1%+2,500NewHolders
Q4 20230$00.0%−4,046−100.0%Sold outHolders
Q3 20234,046$656.0K0.3%00.0%UnchangedHolders
Q2 20234,046$712.0K0.3%00.0%UnchangedHolders
Q1 20234,046$628.9K0.3%00.0%UnchangedHolders
Q4 20224,046$548.2K0.3%00.0%UnchangedHolders
Q3 20224,046$764.0K0.4%00.0%UnchangedHolders
Q2 20224,046$646.0K0.3%00.0%UnchangedHolders
Q1 20224,046$950.0K0.4%00.0%UnchangedHolders
Q4 20214,046$1.34M0.5%00.0%UnchangedHolders
Q3 20214,046$1.22M0.5%–No prior filingHolders