ROBINSON SMITH WEALTH ADVISORS LLC FLMI β€” FRANKLIN TEMPLETON ETF TR

Ownership history in ROBINSON SMITH WEALTH ADVISORS LLC  Β·  2 quarters on record

AI Ownership Summary

ROBINSON SMITH WEALTH ADVISORS LLC reported FRANKLIN TEMPLETON ETF TR (FLMI) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.4% in 2025 Q4. The latest visible filing shows FLMI at 2.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROBINSON SMITH WEALTH ADVISORS LLC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FLMI was reported at 2.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROBINSON SMITH WEALTH ADVISORS LLC held FLMI β€” position size vs. price
% of Fund (quarterly)    FLMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 141,288 +15,590 +12.4% 2.40% $3.5M 2026-02-14 (Est.) $25.12
2025 Q3 INITIATED β€” β€” β€” 125,698 β€” β€” 2.24% $3.1M 2025-11-03 $24.48

FAQ About ROBINSON SMITH WEALTH ADVISORS LLC and FLMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROBINSON SMITH WEALTH ADVISORS LLC reported owning FLMI?

ROBINSON SMITH WEALTH ADVISORS LLC reported FLMI across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported FLMI position in ROBINSON SMITH WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for FLMI was 2.40% in 2025 Q4.

What is the latest reported FLMI position on this page?

The most recent filing on this page is 2025 Q4, when ROBINSON SMITH WEALTH ADVISORS LLC reported 141,288 shares, equal to 2.40% of portfolio, with an estimated market value of $3.5M.

What does the chart on this FLMI ownership page compare?

The chart compares ROBINSON SMITH WEALTH ADVISORS LLC's quarterly FLMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ROBINSON SMITH WEALTH ADVISORS LLC Holdings