Skip to content
Disclosery

Robertson Stephens Wealth Management, LLC: IFRA position timeline

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

Robertson Stephens Wealth Management, LLC held 5,105 IFRA 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 5,105 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $321,810.

    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 5,905 shares
    Change vs previous 13F -3,999 shares

    0.01% of the 13F portfolio, value $337,740.

    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 9,904 shares
    Change vs previous 13F +2,401 shares

    0.01% of the 13F portfolio, value $521,150.

    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 7,503 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $396,332.

    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 7,783 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $382,835.

    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 7,897 shares
    Change vs previous 13F -3,456 shares

    0.01% of the 13F portfolio, value $355,924.

    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 11,353 shares
    Change vs previous 13F +1,611 shares

    0.02% of the 13F portfolio, value $525,509.

    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 9,742 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $457,592.

    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).