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Livermore
Livermore
ZHEN

Robinson Smith Wealth Advisors LLC

SEC CIK
0002008554
Latest filing
Jul 29, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Robinson Smith Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
3,821
Value
$411.8K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of PFG by Robinson Smith Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,821$411.8K0.2%00.0%UnchangedHolders
Q1 20263,821$344.3K0.2%00.0%UnchangedHolders
Q4 20253,821$337.1K0.2%00.0%UnchangedHolders
Q3 20253,821$316.8K0.2%00.0%UnchangedHolders
Q2 20253,821$303.5K0.2%00.0%UnchangedHolders
Q1 20253,821$322.4K0.3%00.0%UnchangedHolders
Q4 20243,821$295.8K0.3%00.0%UnchangedHolders
Q3 20243,821$328.2K0.3%−3−0.1%ReducedHolders
Q2 20243,824$300.0K0.3%+3+0.1%AddedHolders
Q1 20243,821$329.8K0.3%−3−0.1%ReducedHolders
Q4 20233,824$300.8K0.3%–No prior filingHolders