Skip to content
Disclosery

Robertson Stephens Wealth Management, LLC: HEZU position timeline

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

Robertson Stephens Wealth Management, LLC held 257,497 HEZU 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 257,497 shares
    Change vs previous 13F -71 shares

    0.32% of the 13F portfolio, value $12,914,221.

    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 257,568 shares
    Change vs previous 13F -1,425 shares

    0.32% of the 13F portfolio, value $11,255,722.

    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 258,993 shares
    Change vs previous 13F +79,586 shares

    0.32% of the 13F portfolio, value $11,333,534.

    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 179,407 shares
    Change vs previous 13F -7,436 shares

    0.23% of the 13F portfolio, value $7,564,517.

    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 186,843 shares
    Change vs previous 13F +8,694 shares

    0.27% of the 13F portfolio, value $7,666,168.

    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 178,149 shares
    Change vs previous 13F -6,738 shares

    0.26% of the 13F portfolio, value $6,942,467.

    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 184,887 shares
    Change vs previous 13F +1,309 shares

    0.24% of the 13F portfolio, value $6,626,350.

    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 183,578 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,748,327.

    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).