ROBERTS GLORE & CO INC /IL/ EEM β€” ISHARES TR

Ownership history in ROBERTS GLORE & CO INC /IL/  Β·  4 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported ISHARES TR (EEM) in 4 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows EEM at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROBERTS GLORE & CO INC /IL/'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EEM was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EEM stock page ROBERTS GLORE & CO INC /IL/ fund profile ROBERTS GLORE & CO INC /IL/ full holdings
How ROBERTS GLORE & CO INC /IL/ held EEM β€” position size vs. price
% of Fund (quarterly)    EEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 12,023 +361 +3.1% 0.18% $642K 2025-11-12 $54.80
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EEM

As of 2026 Q1 β€” sorted by position size

New York University 100.0% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 10.31% Greenfield FTC, Inc. 3Y 8.53% Connective Portfolio Management, LLC 3Y 7.69% TTP Investments, Inc. 3Y 7Y 7.62% WASHINGTON GROWTH STRATEGIES LLC 6.43% Fluent Financial, LLC 3Y 7Y 6.3% Finley Financial, LLC 6.05% AMARILLO NATIONAL BANK 3Y 7Y 5.48% Summit Financial Consulting LLC 5.45%

FAQ About ROBERTS GLORE & CO INC /IL/ and EEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROBERTS GLORE & CO INC /IL/ reported owning EEM?

ROBERTS GLORE & CO INC /IL/ reported EEM across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported EEM position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for EEM was 0.18% in 2025 Q3.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2025 Q3, when ROBERTS GLORE & CO INC /IL/ reported 12,023 shares, equal to 0.18% of portfolio, with an estimated market value of $642K.

What does the chart on this EEM ownership page compare?

The chart compares ROBERTS GLORE & CO INC /IL/'s quarterly EEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ROBERTS GLORE & CO INC /IL/ time their EEM position?

Based on 13F filing dates vs. subsequent EEM price moves, ROBERTS GLORE & CO INC /IL/ correctly timed 2 out of 3 reported position changes (67%).

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