Roberts Wealth Advisors, LLC SEC EDGAR Filings (CIK 0001885319)

SEC EDGAR filings, ownership reports, and insider transactions for Roberts Wealth Advisors, LLC.

Business address
855 El Camino Real, #311 Building 5, Palo Alto, CA, 94301
Top securities (13F)
JPST, AAPL, JSCP, GOOG, MSFT, VB, AMZN, SCHF, VWO, VEA, COHR, TT, JPM, MRK, TTWO, NEE, DIS, V, CSCO, and SE
State of incorporation
CA
Fiscal year end
21 December
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Roberts Wealth Advisors, LLC has filed 20 SEC EDGAR filings since 12 Oct 2021

Latest Filings

Recent SEC filings for Roberts Wealth Advisors, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2026 31 Dec 2025 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-21375
N-PX Open N-PX document View SEC filing for N-PX 06 Aug 2025 30 Jun 2025 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2025 30 Jun 2025 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2025 31 Mar 2025 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2025 31 Dec 2024 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-21375
N-PX Open N-PX document View SEC filing for N-PX 22 Aug 2024 30 Jun 2024 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2024 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2024 31 Dec 2023 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2023 30 Sep 2023 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2023 30 Jun 2023 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2023 31 Mar 2023 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jan 2023 31 Dec 2022 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2022 30 Sep 2022 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2022 30 Jun 2022 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2022 31 Mar 2022 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2022 31 Dec 2021 028-21375
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2021 30 Sep 2021 028-21375

About this filer

Roberts Wealth Advisors, LLC files with the SEC under CIK 0001885319. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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