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Robertson Stephens Wealth Management, LLC: DFAT position timeline

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

Robertson Stephens Wealth Management, LLC held 176,118 DFAT 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 176,118 shares
    Change vs previous 13F +301 shares

    0.3% of the 13F portfolio, value $12,310,640.

    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 175,817 shares
    Change vs previous 13F -938 shares

    0.31% of the 13F portfolio, value $10,979,764.

    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 176,755 shares
    Change vs previous 13F -155 shares

    0.3% of the 13F portfolio, value $10,524,023.

    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 176,910 shares
    Change vs previous 13F -5,986 shares

    0.31% of the 13F portfolio, value $10,297,987.

    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 182,896 shares
    Change vs previous 13F -1,603 shares

    0.34% of the 13F portfolio, value $9,869,056.

    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 184,499 shares
    Change vs previous 13F -1,281 shares

    0.36% of the 13F portfolio, value $9,499,892.

    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 185,780 shares
    Change vs previous 13F -1,708 shares

    0.37% of the 13F portfolio, value $10,340,490.

    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 187,488 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,429,962.

    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).