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ROBINSON SMITH WEALTH ADVISORS LLC: IBDR position timeline

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

ROBINSON SMITH WEALTH ADVISORS LLC held 17,302 IBDR 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 17,302 shares
    Change vs previous 13F -5,500 shares

    0.25% of the 13F portfolio, value $419,227.

    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 22,802 shares
    Change vs previous 13F -5,450 shares

    0.37% of the 13F portfolio, value $552,720.

    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 28,252 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $684,546.

    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 28,252 shares
    Change vs previous 13F -1,416 shares

    0.49% of the 13F portfolio, value $686,524.

    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).

  5. period ended2025-06-30
    13F 29,668 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $719,449.

    13F-HR 0001941040-25-000426 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).

  6. period ended2025-03-31
    13F/A 29,668 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $718,262.

    13F-HR/A 0001941040-25-000282 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).

  7. period ended2024-12-31
    13F 29,668 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $714,109.

    13F-HR 0001941040-25-000105 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).

  8. period ended2024-09-30
    13F 29,668 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $720,932.

    13F-HR 0001941040-24-000492 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).