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Roberts Wealth Advisors, LLC → TW
Roberts Wealth Advisors, LLC TW Position History
Tradeweb Markets Inc. • Financial Services
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $3.8M |
| Q1 2026 | $4.3M |
| Q2 2026 | $3.7M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 38.1K | — | — |
| Q2 2026 | $3.7M | 36.9K | — | — |
| Q1 2026 | $4.3M | 37.0K | — | — |
| Q4 2025 | $3.8M | 35.7K | — | — |
| Q3 2025 | $1.7M | 15.2K | — | — |
Other funds holding TW
$347.3M
$335.8M
$323M
$279.8M
$279.8M