Roberts Wealth Advisors, LLC
SEC Filing List
CIK: 0001885319
| Form | Description | Owner/Filer | Filing Agent | Date | Actions |
|---|---|---|---|---|---|
| N-PX | Annual Report of Proxy Voting Record of ... | File13F.com, a division of WealthFluent, LLC /fa | 08/04/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 07/30/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 04/08/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 01/13/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 10/21/2025 | ||
| N-PX | Annual Report of Proxy Voting Record of ... | File13F.com, a division of WealthFluent, LLC /fa | 08/06/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 07/23/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 04/21/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 01/17/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 10/15/2024 | ||
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