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ROBINSON SMITH WEALTH ADVISORS LLC: IWF position timeline

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

ROBINSON SMITH WEALTH ADVISORS LLC held 32,361 IWF 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 32,361 shares
    Change vs previous 13F +24,253 shares

    2.41% of the 13F portfolio, value $4,018,265.

    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 8,108 shares
    Change vs previous 13F -17 shares

    2.34% of the 13F portfolio, value $3,457,251.

    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 8,125 shares
    Change vs previous 13F +129 shares

    2.63% of the 13F portfolio, value $3,845,563.

    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 7,996 shares
    Change vs previous 13F -1 shares

    2.69% of the 13F portfolio, value $3,745,406.

    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 7,997 shares
    Change vs previous 13F +7 shares

    2.71% of the 13F portfolio, value $3,395,366.

    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 7,990 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $2,885,109.

    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 7,990 shares
    Change vs previous 13F +500 shares

    2.72% of the 13F portfolio, value $3,208,624.

    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 7,490 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $2,811,596.

    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).