ROBINSON SMITH WEALTH ADVISORS LLC SEC EDGAR Filings (CIK 0002008554)

SEC EDGAR filings, ownership reports, and insider transactions for ROBINSON SMITH WEALTH ADVISORS LLC.

Business address
82 Running Hill Road, Suite 205, South Portland, ME, 04106
Top securities (13F)
SCHB, IUSV, CGMU, JNJ, DFAI, NBSD, DFAU, DUHP, JMST, IWF, QUAL, FLMI, VOO, AAPL, SCHG, VIG, OEF, ITOT, MSFT, and VUG
State of incorporation
ME
Fiscal year end
31 December
ROBINSON SMITH WEALTH ADVISORS LLC has filed 10 SEC EDGAR filings since 12 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-23715
N-PX Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-23715
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-23715
13F-HR/A Open Document Open Filing 12 May 2025 31 Mar 2025 028-23715
13F-HR Open Document Open Filing 12 May 2025 31 Mar 2025 028-23715
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-23715
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-23715
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-23715
13F-HR Open Document Open Filing 25 Apr 2024 31 Mar 2024 028-23715
13F-HR Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-23715