Roberts Wealth Advisors, LLC
- SEC CIK
- 0001885319
- Latest filing
- Jul 29, 2026
ZUO holding history
Zuora 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.
ZUO overviewAll 13F holders of ZUOFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −23,438−100.0% | Sold out | Holders |
| Q4 2024 | 23,438 | $233.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 23,438 | $202.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 23,438 | $205.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 23,438 | $196.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 23,438 | $596.0K | 0.1% | +23,438 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −23,438−100.0% | Sold out | Holders |
| Q2 2023 | 23,438 | $257.1K | 0.1% | −2,500−9.6% | Reduced | Holders |
| Q1 2023 | 25,938 | $242.3K | 0.1% | −5,000−16.2% | Reduced | Holders |
| Q4 2022 | 30,938 | $201.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 30,938 | $242.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 30,938 | $309.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 30,938 | $453.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 30,938 | $568.0K | 0.2% | −10,000−24.4% | Reduced | Holders |
| Q3 2021 | 40,938 | $679.0K | 0.3% | – | No prior filing | Holders |