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Robertson Stephens Wealth Management, LLC: IDA position timeline

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

Robertson Stephens Wealth Management, LLC held 1,913 IDA 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 1,913 shares
    Change vs previous 13F -421 shares

    0.01% of the 13F portfolio, value $289,487.

    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 2,334 shares
    Change vs previous 13F +372 shares

    0.01% of the 13F portfolio, value $333,643.

    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 1,962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,349.

    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).