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Robertson Stephens Wealth Management, LLC: IBTJ position timeline

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

Robertson Stephens Wealth Management, LLC held 373,145 IBTJ 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 373,145 shares
    Change vs previous 13F +11,460 shares

    0.2% of the 13F portfolio, value $8,078,579.

    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 361,685 shares
    Change vs previous 13F +13,557 shares

    0.22% of the 13F portfolio, value $7,900,290.

    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 348,128 shares
    Change vs previous 13F +43,013 shares

    0.22% of the 13F portfolio, value $7,639,688.

    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 305,115 shares
    Change vs previous 13F +7,822 shares

    0.2% of the 13F portfolio, value $6,698,800.

    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 297,293 shares
    Change vs previous 13F +28,853 shares

    0.23% of the 13F portfolio, value $6,516,666.

    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 268,440 shares
    Change vs previous 13F +34,310 shares

    0.22% of the 13F portfolio, value $5,843,943.

    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 234,130 shares
    Change vs previous 13F +21,268 shares

    0.18% of the 13F portfolio, value $4,993,127.

    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 212,862 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,705,315.

    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).