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Robertson Stephens Wealth Management, LLC: DFAC position timeline

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

Robertson Stephens Wealth Management, LLC held 729,808 DFAC 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 729,808 shares
    Change vs previous 13F +8,048 shares

    0.8% of the 13F portfolio, value $32,374,301.

    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 721,760 shares
    Change vs previous 13F -2,920 shares

    0.79% of the 13F portfolio, value $28,047,600.

    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 724,680 shares
    Change vs previous 13F -5,403 shares

    0.81% of the 13F portfolio, value $28,690,111.

    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 730,083 shares
    Change vs previous 13F -31,827 shares

    0.85% of the 13F portfolio, value $28,159,302.

    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 761,910 shares
    Change vs previous 13F -7,985 shares

    0.95% of the 13F portfolio, value $27,306,849.

    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 769,895 shares
    Change vs previous 13F -680 shares

    0.95% of the 13F portfolio, value $25,398,862.

    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 770,575 shares
    Change vs previous 13F -11,906 shares

    0.95% of the 13F portfolio, value $26,654,188.

    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 782,481 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $26,831,273.

    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).