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Robertson Stephens Wealth Management, LLC: EWS position timeline

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

Robertson Stephens Wealth Management, LLC held 19,579 EWS 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 19,579 shares
    Change vs previous 13F -201 shares

    0.01% of the 13F portfolio, value $579,734.

    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 19,780 shares
    Change vs previous 13F -4,593 shares

    0.02% of the 13F portfolio, value $558,192.

    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 24,373 shares
    Change vs previous 13F -391 shares

    0.02% of the 13F portfolio, value $670,501.

    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 24,764 shares
    Change vs previous 13F -14,595 shares

    0.02% of the 13F portfolio, value $701,812.

    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 39,359 shares
    Change vs previous 13F -177,538 shares

    0.04% of the 13F portfolio, value $1,022,547.

    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 216,897 shares
    Change vs previous 13F +78,882 shares

    0.19% of the 13F portfolio, value $5,153,473.

    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 138,015 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,015,628.

    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).