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Robertson Stephens Wealth Management, LLC: IBHH position timeline

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

Robertson Stephens Wealth Management, LLC held 107,460 IBHH 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 107,460 shares
    Change vs previous 13F -16,220 shares

    0.06% of the 13F portfolio, value $2,525,317.

    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 123,680 shares
    Change vs previous 13F -31,047 shares

    0.08% of the 13F portfolio, value $2,902,779.

    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 154,727 shares
    Change vs previous 13F +21,719 shares

    0.1% of the 13F portfolio, value $3,663,173.

    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 133,008 shares
    Change vs previous 13F +15,021 shares

    0.1% of the 13F portfolio, value $3,173,578.

    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 117,987 shares
    Change vs previous 13F +36,692 shares

    0.1% of the 13F portfolio, value $2,799,832.

    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 81,295 shares
    Change vs previous 13F -6,930 shares

    0.07% of the 13F portfolio, value $1,899,054.

    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 88,225 shares
    Change vs previous 13F +36,087 shares

    0.07% of the 13F portfolio, value $2,061,704.

    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 52,138 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,240,884.

    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).