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Robertson Stephens Wealth Management, LLC: HLN position timeline

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

Robertson Stephens Wealth Management, LLC held 78,495 HLN 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 78,495 shares
    Change vs previous 13F -1,449 shares

    0.02% of the 13F portfolio, value $732,356.

    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 79,944 shares
    Change vs previous 13F -6,627 shares

    0.02% of the 13F portfolio, value $800,241.

    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 86,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $875,234.

    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).