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ROBINSON SMITH WEALTH ADVISORS LLC → PPT
ROBINSON SMITH WEALTH ADVISORS LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q1 2026 | $8.8M |
| Q2 2026 | $10.1M |
| Q3 2026 | $10.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.9M | 207.7K | — | — |
| Q2 2026 | $10.1M | 197.3K | — | — |
| Q1 2026 | $8.8M | 188.9K | — | — |
| Q4 2025 | $2.4M | 53.7K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M