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ROBINSON SMITH WEALTH ADVISORS LLC: IQLT position timeline

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

ROBINSON SMITH WEALTH ADVISORS LLC held 19,741 IQLT 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 19,741 shares
    Change vs previous 13F -4,288 shares

    0.59% of the 13F portfolio, value $978,181.

    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 24,029 shares
    Change vs previous 13F -11,816 shares

    0.75% of the 13F portfolio, value $1,110,859.

    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 35,845 shares
    Change vs previous 13F -2,312 shares

    1.11% of the 13F portfolio, value $1,629,138.

    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 38,157 shares
    Change vs previous 13F +496 shares

    1.21% of the 13F portfolio, value $1,686,140.

    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 37,661 shares
    Change vs previous 13F +1,615 shares

    1.3% of the 13F portfolio, value $1,627,691.

    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 36,046 shares
    Change vs previous 13F +5,824 shares

    1.2% of the 13F portfolio, value $1,430,677.

    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 30,222 shares
    Change vs previous 13F +431 shares

    0.95% of the 13F portfolio, value $1,121,837.

    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 29,791 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,236,017.

    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).