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ROBINSON SMITH WEALTH ADVISORS LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROBINSON SMITH WEALTH ADVISORS LLC on DFUS, newest first. How the timeline and the estimate are built.

ROBINSON SMITH WEALTH ADVISORS LLC held 8,911 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,911 shares
    Change vs previous 13F -2,344 shares

    0.44% of the 13F portfolio, value $730,167.

    13F-HR 0001941040-26-000485 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,255 shares
    Change vs previous 13F +8,352 shares

    0.54% of the 13F portfolio, value $798,092.

    13F-HR 0001941040-26-000286 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,903 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $215,316.

    13F-HR 0001941040-26-000078 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,903 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $210,293.

    13F-HR 0001941040-25-000587 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).