Position in SE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,122,291
+$3,140,138 QoQ
Shares Held
63,887
+77.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#242
of 770 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Roberts Wealth Advisors, LLC holds $18,970,723 across 2 Internet Retail names. SE ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
53,908 | $12,848,432 | |
| 2 | SE |
Sea Ltd
This page
|
63,887 | $6,122,291 |
All Filings in SE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,122,291 | 63,887 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,982,153 | 36,012 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,234,579 | 41,033 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,461,994 | 24,965 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,955,316 | 24,730 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,106,444 | 23,806 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,490,909 | 23,477 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,198,232 | 23,316 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||