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Robertson Stephens Wealth Management, LLC: FPE position timeline

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

Robertson Stephens Wealth Management, LLC held 21,920 FPE 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 21,920 shares
    Change vs previous 13F -2,653 shares

    0.01% of the 13F portfolio, value $391,921.

    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 24,573 shares
    Change vs previous 13F -30,602 shares

    0.01% of the 13F portfolio, value $436,162.

    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 55,175 shares
    Change vs previous 13F -9,997 shares

    0.03% of the 13F portfolio, value $1,005,292.

    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 65,172 shares
    Change vs previous 13F -72,504 shares

    0.04% of the 13F portfolio, value $1,188,741.

    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 137,676 shares
    Change vs previous 13F -109,418 shares

    0.08% of the 13F portfolio, value $2,450,636.

    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 247,094 shares
    Change vs previous 13F -150,342 shares

    0.16% of the 13F portfolio, value $4,346,396.

    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 397,436 shares
    Change vs previous 13F -72,933 shares

    0.25% of the 13F portfolio, value $7,034,612.

    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 470,369 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,513,674.

    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).