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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001754960-24-000155
Filing Date
2024-04-18
Accepted
2024-04-17 19:06:40
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-04-18

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1917
2 InformationTableOutput.html INFORMATION TABLE  
2 InformationTableOutput.xml INFORMATION TABLE 50968
  Complete submission text file 0001754960-24-000155.txt   54114
Mailing Address 855 EL CAMINO REAL, #311 BUILDING 5 PALO ALTO CA 94301
Business Address 855 EL CAMINO REAL, #311 BUILDING 5 PALO ALTO CA 94301 6502402410
Roberts Wealth Advisors, LLC (Filer) CIK: 0001885319 (see all company filings)

IRS No.: 850955391 | State of Incorp.: CA | Fiscal Year End: 1221
Type: 13F-HR | Act: 34 | File No.: 028-21375 | Film No.: 24852427