Position in COHR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,874,298
+$5,486,448 QoQ
Shares Held
35,172
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
5.18%
of 13F equity value
Holder Rank
#272
of 1,295 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Roberts Wealth Advisors, LLC holds $13,874,298 across 1 Scientific & Technical Instruments name. COHR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
35,172 | $13,874,298 |
All Filings in COHR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,874,298 | 35,172 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,387,850 | 35,212 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,424,697 | 45,645 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,037,848 | 46,768 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,211,871 | 47,213 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,048,413 | 46,942 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,573,814 | 27,170 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,397,991 | 26,971 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,884,829 | 26,012 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,524,168 | 25,143 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||