Back to COF-PN

ROBINSON SMITH WEALTH ADVISORS LLC → COF-PN

ROBINSON SMITH WEALTH ADVISORS LLC COF-PN Position History

COF-PN

Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.1M
Q4 2025$9.1M
Q1 2026$9.5M
Q2 2026$9M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M298.7K——
Q2 2026$9M326.1K——
Q1 2026$9.5M349.7K——
Q4 2025$9.1M332.4K——
Q3 2025$8.1M297.6K——

Other funds holding COF-PN

Other ROBINSON SMITH WEALTH ADVISORS LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$31.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.2M
PPT

PUTNAM ETF TRUST

$10.9M
ETHA

ISHARES TR

$10.3M
PPT

PUTNAM ETF TRUST

$10.1M