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Robertson Stephens Wealth Management, LLC: IBDU position timeline

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

Robertson Stephens Wealth Management, LLC held 555,787 IBDU 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 555,787 shares
    Change vs previous 13F -6,359 shares

    0.32% of the 13F portfolio, value $12,872,032.

    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 562,146 shares
    Change vs previous 13F +48,498 shares

    0.37% of the 13F portfolio, value $13,075,505.

    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 513,648 shares
    Change vs previous 13F +44,829 shares

    0.34% of the 13F portfolio, value $12,021,953.

    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 468,819 shares
    Change vs previous 13F +33,146 shares

    0.33% of the 13F portfolio, value $11,003,194.

    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 435,673 shares
    Change vs previous 13F +76,327 shares

    0.35% of the 13F portfolio, value $10,164,254.

    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 359,346 shares
    Change vs previous 13F +22,172 shares

    0.31% of the 13F portfolio, value $8,311,678.

    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 337,174 shares
    Change vs previous 13F +63,827 shares

    0.27% of the 13F portfolio, value $7,687,571.

    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 273,347 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,426,392.

    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).