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Robertson Stephens Wealth Management, LLC: BRK-B position timeline

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

Robertson Stephens Wealth Management, LLC held 22,242 BRK-B 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 22,242 shares
    Change vs previous 13F -3,148 shares

    0.27% of the 13F portfolio, value $11,129,566.

    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 25,390 shares
    Change vs previous 13F -1,040 shares

    0.34% of the 13F portfolio, value $12,166,784.

    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 26,430 shares
    Change vs previous 13F -24,275 shares

    0.37% of the 13F portfolio, value $13,285,433.

    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 50,705 shares
    Change vs previous 13F -7,405 shares

    0.77% of the 13F portfolio, value $25,491,826.

    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 58,110 shares
    Change vs previous 13F +557 shares

    0.98% of the 13F portfolio, value $28,228,095.

    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 57,553 shares
    Change vs previous 13F +2,089 shares

    1.15% of the 13F portfolio, value $30,651,577.

    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 55,464 shares
    Change vs previous 13F +5,887 shares

    0.9% of the 13F portfolio, value $25,140,722.

    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 49,577 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $22,818,310.

    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).