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ROBINSON SMITH WEALTH ADVISORS LLC: IBM position timeline

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

ROBINSON SMITH WEALTH ADVISORS LLC held 1,044 IBM 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 1,044 shares
    Change vs previous 13F -447 shares

    0.18% of the 13F portfolio, value $293,583.

    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 1,491 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $361,403.

    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 1,491 shares
    Change vs previous 13F -100 shares

    0.3% of the 13F portfolio, value $441,649.

    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 1,591 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $448,917.

    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 1,591 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $468,995.

    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 1,591 shares
    Change vs previous 13F +200 shares

    0.33% of the 13F portfolio, value $395,618.

    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 1,391 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $305,784.

    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 1,391 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $307,522.

    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).