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Robertson Stephens Wealth Management, LLC: IEFA position timeline

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

Robertson Stephens Wealth Management, LLC held 782,729 IEFA 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 782,729 shares
    Change vs previous 13F -18,755 shares

    1.86% of the 13F portfolio, value $75,595,946.

    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 801,484 shares
    Change vs previous 13F +254,760 shares

    2.03% of the 13F portfolio, value $72,558,336.

    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 546,724 shares
    Change vs previous 13F +76,392 shares

    1.38% of the 13F portfolio, value $48,910,008.

    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 470,332 shares
    Change vs previous 13F +107,653 shares

    1.24% of the 13F portfolio, value $41,064,700.

    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 362,679 shares
    Change vs previous 13F +76,776 shares

    1.05% of the 13F portfolio, value $30,209,054.

    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 285,903 shares
    Change vs previous 13F +100,025 shares

    0.81% of the 13F portfolio, value $21,635,702.

    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 185,878 shares
    Change vs previous 13F -222,364 shares

    0.47% of the 13F portfolio, value $13,063,494.

    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 408,242 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $31,863,288.

    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).