Roberts Wealth Advisors, LLC
SEC Filing List

CIK: 0001885319
Form Description Owner/Filer Filing Agent Date Actions
N-PXAnnual Report of Proxy Voting Record of ...File13F.com, a division of WealthFluent, LLC /fa08/04/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa07/30/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa04/08/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa01/13/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa10/21/2025
N-PXAnnual Report of Proxy Voting Record of ...File13F.com, a division of WealthFluent, LLC /fa08/06/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa07/23/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa04/21/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa01/17/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...File13F.com, a division of WealthFluent, LLC /fa10/15/2024
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