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Robertson Stephens Wealth Management, LLC: BGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on BGC, newest first. How the timeline and the estimate are built.

Robertson Stephens Wealth Management, LLC held 1,320,518 BGC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,320,518 shares
    Change vs previous 13F -55,649 shares

    0.35% of the 13F portfolio, value $14,116,340.

    13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,376,167 shares
    Change vs previous 13F -629,409 shares

    0.38% of the 13F portfolio, value $13,458,912.

    13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,005,576 shares
    Change vs previous 13F +386,709 shares

    0.5% of the 13F portfolio, value $17,909,802.

    13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,618,867 shares
    Change vs previous 13F +59,809 shares

    0.46% of the 13F portfolio, value $15,314,491.

    13F-HR 0001172661-25-004717 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,559,058 shares
    Change vs previous 13F +15,795 shares

    0.55% of the 13F portfolio, value $15,949,163.

    13F-HR 0001172661-25-002703 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,543,263 shares
    Change vs previous 13F +5,789 shares

    0.53% of the 13F portfolio, value $14,151,725.

    13F-HR 0001172661-25-001510 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,537,474 shares
    Change vs previous 13F +54,705 shares

    0.5% of the 13F portfolio, value $13,929,515.

    13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,482,769 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $13,611,822.

    13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).