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Robertson Stephens Wealth Management, LLC: CEF position timeline

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

Robertson Stephens Wealth Management, LLC held 110,516 CEF 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 110,516 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $4,446,059.

    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 110,416 shares
    Change vs previous 13F +10,250 shares

    0.15% of the 13F portfolio, value $5,269,052.

    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 100,166 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,587,603.

    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 100,166 shares
    Change vs previous 13F +424 shares

    0.11% of the 13F portfolio, value $3,675,091.

    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 99,742 shares
    Change vs previous 13F -118,714 shares

    0.1% of the 13F portfolio, value $3,002,234.

    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 218,456 shares
    Change vs previous 13F +132,133 shares

    0.23% of the 13F portfolio, value $6,206,335.

    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 86,323 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,051,034.

    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).